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Mariner Independent Advisor Network’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Mariner Independent Advisor Network’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
Q1 		– Sell
-10,782
Closed -$454K – 361
2018
Q4 		$454K Buy
+10,782
New +$474K 0.04% 303

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mariner Independent Advisor Network's FHLC Position: Q1 2019 in Review

Mariner Independent Advisor Network sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2019, closing a stake of 10,782 shares — an estimated $454K sold.

Mariner Independent Advisor Network first reported a position in FHLC in Q4 2018 and held it in 1 quarter. The position peaked at $454K in Q4 2018. 150 funds tracked by Wall St. Rank hold FHLC as of Q1 2019.

  • Mariner Independent Advisor Network reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2019 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 10,782 Fidelity MSCI Health Care Index ETF shares in Q1 2019, an estimated $454K.
  • Mariner Independent Advisor Network first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2018 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Fidelity MSCI Health Care Index ETF position peaked at $454K in Q4 2018.
  • 150 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2019, filed 2 May 2019.