KJWM
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Kiley Juergens Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Kiley Juergens Wealth Management’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
Q4 		– Sell
-16
Closed – – 256
2018
Q3 		$0 Hold
16
– – ﹤0.01% 686
2018
Q2 		$0 Buy
+16
New +$873 ﹤0.01% 625

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 $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2018, closing a stake of 16 shares.

Kiley Juergens Wealth Management first reported a position in FTEC in Q2 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 139 funds tracked by Wall St. Rank hold FTEC as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 16 Fidelity MSCI Information Technology Index ETF shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $0 in Q3 2018.
  • 139 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2018.

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