JG
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Jefferies Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Jefferies Group’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-7,349
Closed -$214K – 2227
2014
Q2 		$214K Sell
7,349
-4,338
-37% -$121K ﹤0.01% 1722
2014
Q1 		$323K Buy
+11,687
New +$319K ﹤0.01% 1492

Other funds holding FTEC

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jefferies Group's FTEC Position: Q3 2014 in Review

Jefferies Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2014, closing a stake of 7,349 shares — an estimated $214K sold.

Jefferies Group first reported a position in FTEC in Q1 2014 and held it in 2 quarters. The position peaked at $323K in Q1 2014. 22 funds tracked by Wall St. Rank hold FTEC as of Q3 2014.

  • Jefferies Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2014 after selling out during the quarter.
  • Jefferies Group sold 7,349 Fidelity MSCI Information Technology Index ETF shares in Q3 2014, an estimated $214K.
  • Jefferies Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2014 and held it in 2 quarters.
  • Jefferies Group's Fidelity MSCI Information Technology Index ETF position peaked at $323K in Q1 2014.
  • 22 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2014.

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