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JNBA Financial Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-20
Closed -$1K – 775
2016
Q3 		$1K Buy
+20
New +$699 ﹤0.01% 1504

Other funds holding FHLC

RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
BW
Biegel & Waller Columbia, Maryland $179M AUM 1.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JNBA Financial Advisors's FHLC Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2016, closing a stake of 20 shares — an estimated $1K sold.

JNBA Financial Advisors first reported a position in FHLC in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 68 funds tracked by Wall St. Rank hold FHLC as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 20 Fidelity MSCI Health Care Index ETF shares in Q4 2016, an estimated $1K.
  • JNBA Financial Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Fidelity MSCI Health Care Index ETF position peaked at $1K in Q3 2016.
  • 68 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.