Ken Stern & Associates’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Ken Stern & Associates’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
2018 Q3	$293K	Buy	+6,257	New	+$279K	0.13%	106

Other funds holding FHLC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Ken Stern & Associates's FHLC Position: Q3 2018 in Review

Ken Stern & Associates opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2018: 6,257 shares worth $293K. The stake represents 0.13% of the portfolio and ranks #106 among its holdings.

124 funds tracked by Wall St. Rank hold FHLC as of Q3 2018.

Ken Stern & Associates held 6,257 shares of Fidelity MSCI Health Care Index ETF worth $293K as of Q3 2018.
Fidelity MSCI Health Care Index ETF was a new Ken Stern & Associates position in Q3 2018.
Fidelity MSCI Health Care Index ETF made up 0.13% of Ken Stern & Associates's portfolio in Q3 2018, its #106 holding.
124 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2018.

Based on Ken Stern & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.