Marino Stram & Associates’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Marino Stram & Associates’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 Q2	–	Sell	-2,886	Closed	-$171K	–	259
2019 Q1	$171K	Buy	+2,886	New	+$159K	0.12%	83
2018 Q4	–	Sell	-1,793	Closed	-$108K	–	638
2018 Q3	$108K	Sell	1,793 -1,499	-46%	-$87.8K	0.09%	122
2018 Q2	$182K	Buy	3,292 +988	+43%	+$53.9K	0.16%	86
2018 Q1	$120K	Buy	2,304 +478	+26%	+$25.3K	0.11%	106
2017 Q4	$91K	Buy	+1,826	New	+$89.9K	0.08%	124

Other funds holding FTEC

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

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return