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Legacy Financial Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-100
Closed -$4K – 391
2019
Q1 		$4K Hold
100
– – ﹤0.01% 808
2018
Q4 		$4K Hold
100
– – ﹤0.01% 770
2018
Q3 		$4K Hold
100
– – ﹤0.01% 723
2018
Q2 		$4K Hold
100
– – ﹤0.01% 731
2018
Q1 		$4K Buy
+100
New +$4.14K ﹤0.01% 676

Other funds holding FHLC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Financial Advisors's FHLC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2019, closing a stake of 100 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in FHLC in Q1 2018 and held it in 5 quarters. The position peaked at $4K in Q1 2019. 146 funds tracked by Wall St. Rank hold FHLC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 100 Fidelity MSCI Health Care Index ETF shares in Q2 2019, an estimated $4K.
  • Legacy Financial Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2018 and held it in 5 quarters.
  • Legacy Financial Advisors's Fidelity MSCI Health Care Index ETF position peaked at $4K in Q1 2019.
  • 146 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.