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Ken Stern & Associates’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Ken Stern & Associates’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
2018
Q3 		$571K Buy
9,485
+2,731
+40% +$160K 0.25% 55
2018
Q2 		$373K Buy
6,754
+1,607
+31% +$87.6K 0.17% 76
2018
Q1 		$267K Buy
5,147
+694
+16% +$36.8K 0.12% 97
2017
Q4 		$223K Sell
4,453
-37
-0.8% -$1.82K 0.1% 110
2017
Q3 		$210K Buy
+4,490
New +$202K 0.09% 114

Other funds holding FTEC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

Ken Stern & Associates increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 40% in Q3 2018, buying an estimated $160K and bringing the position to 9,485 shares worth $571K. The position accounts for 0.25% of the portfolio, ranked #55.

Ken Stern & Associates first reported a position in FTEC in Q3 2017 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold FTEC as of Q3 2018.

  • Ken Stern & Associates held 9,485 shares of Fidelity MSCI Information Technology Index ETF worth $571K as of Q3 2018.
  • Ken Stern & Associates bought 2,731 Fidelity MSCI Information Technology Index ETF shares in Q3 2018, an estimated $160K.
  • Fidelity MSCI Information Technology Index ETF made up 0.25% of Ken Stern & Associates's portfolio in Q3 2018, its #55 holding.
  • Ken Stern & Associates first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2017 and has held it in 5 quarters since.
  • 148 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2018.

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