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MBE Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-1,368
Closed -$58K – 204
2020
Q1 		$58K Buy
+1,368
New +$64.8K 0.06% 108

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MBE Wealth Management's FHLC Position: Q2 2020 in Review

MBE Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2020, closing a stake of 1,368 shares — an estimated $58K sold.

MBE Wealth Management first reported a position in FHLC in Q1 2020 and held it in 1 quarter. The position peaked at $58K in Q1 2020. 190 funds tracked by Wall St. Rank hold FHLC as of Q2 2020.

  • MBE Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 1,368 Fidelity MSCI Health Care Index ETF shares in Q2 2020, an estimated $58K.
  • MBE Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $58K in Q1 2020.
  • 190 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.