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Jefferies Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Jefferies Group’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-32,136
Closed -$936K – 2215
2014
Q2 		$936K Hold
32,136
– – 0.01% 936
2014
Q1 		$899K Buy
+32,136
New +$892K 0.01% 975

Other funds holding FHLC

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

Jefferies Group's FHLC Position: Q3 2014 in Review

Jefferies Group sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2014, closing a stake of 32,136 shares — an estimated $936K sold.

Jefferies Group first reported a position in FHLC in Q1 2014 and held it in 2 quarters. The position peaked at $936K in Q2 2014. 18 funds tracked by Wall St. Rank hold FHLC as of Q3 2014.

  • Jefferies Group reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2014 after selling out during the quarter.
  • Jefferies Group sold 32,136 Fidelity MSCI Health Care Index ETF shares in Q3 2014, an estimated $936K.
  • Jefferies Group first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2014 and held it in 2 quarters.
  • Jefferies Group's Fidelity MSCI Health Care Index ETF position peaked at $936K in Q2 2014.
  • 18 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2014.

Based on Jefferies Group's 13F filing for Q3 2014, filed 17 Nov 2014.