KJWM
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Kiley Juergens Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Kiley Juergens Wealth Management’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
Q4 		– Sell
-14
Closed – – 247
2018
Q3 		$0 Hold
14
– – ﹤0.01% 682
2018
Q2 		$0 Buy
+14
New +$571 ﹤0.01% 620

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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kiley Juergens Wealth Management's FHLC Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2018, closing a stake of 14 shares.

Kiley Juergens Wealth Management first reported a position in FHLC in Q2 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 141 funds tracked by Wall St. Rank hold FHLC as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 14 Fidelity MSCI Health Care Index ETF shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $0 in Q3 2018.
  • 141 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.