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JFS Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

JFS Wealth Advisors’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
2019
Q3 		– Sell
-1,276
Closed -$79K – 524
2019
Q2 		$79K Buy
+1,276
New +$77.8K 0.02% 204

Other funds holding FTEC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JFS Wealth Advisors's FTEC Position: Q3 2019 in Review

JFS Wealth Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2019, closing a stake of 1,276 shares — an estimated $79K sold.

JFS Wealth Advisors first reported a position in FTEC in Q2 2019 and held it in 1 quarter. The position peaked at $79K in Q2 2019. 164 funds tracked by Wall St. Rank hold FTEC as of Q3 2019.

  • JFS Wealth Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2019 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,276 Fidelity MSCI Information Technology Index ETF shares in Q3 2019, an estimated $79K.
  • JFS Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2019 and held it in 1 quarter.
  • JFS Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $79K in Q2 2019.
  • 164 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2019.

Based on JFS Wealth Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.