M&R Capital Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

M&R Capital 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
2021 Q1	–	Sell	-800	Closed	-$83K	–	415
2020 Q4	$83K	Hold	800	–	–	0.02%	218
2020 Q3	$73K	Hold	800	–	–	0.02%	219
2020 Q2	$65K	Hold	800	–	–	0.02%	223
2020 Q1	$50K	Hold	800	–	–	0.01%	236
2019 Q4	$57K	Hold	800	–	–	0.01%	258
2019 Q3	$51K	Hold	800	–	–	0.01%	271
2019 Q2	$49K	Hold	800	–	–	0.01%	273
2019 Q1	$50K	Hold	800	–	–	0.01%	276
2018 Q4	$39K	Hold	800	–	–	0.01%	284
2018 Q3	$48K	Hold	800	–	–	0.01%	285
2018 Q2	$44K	Hold	800	–	–	0.01%	296
2018 Q1	$41K	Hold	800	–	–	0.01%	317
2017 Q4	$39K	Hold	800	–	–	0.01%	322
2017 Q3	$36K	Hold	800	–	–	0.01%	328
2017 Q2	$35K	Hold	800	–	–	0.01%	326
2017 Q1	$32K	Hold	800	–	–	0.01%	334
2016 Q4	$29K	Hold	800	–	–	0.01%	332
2016 Q3	$29K	Hold	800	–	–	0.01%	331
2016 Q2	$25K	Buy	+800	New	+$26.1K	0.01%	344

Other funds holding FTEC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

FSC

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

M&R Capital Management's FTEC Position: Q1 2021 in Review

M&R Capital Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2021, closing a stake of 800 shares — an estimated $83K sold.

M&R Capital Management first reported a position in FTEC in Q2 2016 and held it in 19 quarters. The position peaked at $83K in Q4 2020. 301 funds tracked by Wall St. Rank hold FTEC as of Q1 2021.

M&R Capital Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2021 after selling out during the quarter.
M&R Capital Management sold 800 Fidelity MSCI Information Technology Index ETF shares in Q1 2021, an estimated $83K.
M&R Capital Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2016 and held it in 19 quarters.
M&R Capital Management's Fidelity MSCI Information Technology Index ETF position peaked at $83K in Q4 2020.
301 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2021.

Based on M&R Capital Management's 13F filing for Q1 2021, filed 1 Apr 2021.