Lee Financial’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Lee Financial’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
2019 Q3	–	Sell	-25	Closed	-$2K	–	520
2019 Q2	$2K	Hold	25	–	–	﹤0.01%	485
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	498
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	425
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	446
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	750
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	724
2017 Q4	$1K	Hold	25	–	–	﹤0.01%	458
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	462
2017 Q2	$1K	Hold	25	–	–	﹤0.01%	480
2017 Q1	$1K	Buy	+25	New	+$991	﹤0.01%	389

Other funds holding FTEC

CSIA

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lee Financial's FTEC Position: Q3 2019 in Review

Lee Financial sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2019, closing a stake of 25 shares — an estimated $2K sold.

Lee Financial first reported a position in FTEC in Q1 2017 and held it in 10 quarters. The position peaked at $2K in Q2 2019. 164 funds tracked by Wall St. Rank hold FTEC as of Q3 2019.

Lee Financial reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2019 after selling out during the quarter.
Lee Financial sold 25 Fidelity MSCI Information Technology Index ETF shares in Q3 2019, an estimated $2K.
Lee Financial first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2017 and held it in 10 quarters.
Lee Financial's Fidelity MSCI Information Technology Index ETF position peaked at $2K in Q2 2019.
164 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2019.

Based on Lee Financial's 13F filing for Q3 2019, filed 8 Nov 2019.