MKD Wealth Coaches’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

MKD Wealth Coaches’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	-14,386	Closed	-$618K	–	34
2020 Q1	$618K	Sell	14,386 -837	-5%	-$39.7K	0.83%	23
2019 Q4	$757K	Sell	15,223 -316	-2%	-$14.7K	0.64%	26
2019 Q3	$674K	Buy	+15,539	New	+$688K	0.7%	27
2019 Q2	–	Sell	-13,480	Closed	-$600K	–	216
2019 Q1	$600K	Sell	13,480 -3,045	-18%	-$133K	0.61%	26
2018 Q4	$683K	Buy	+16,525	New	+$726K	0.81%	25

Other funds holding FHLC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MKD Wealth Coaches's FHLC Position: Q2 2020 in Review

MKD Wealth Coaches sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2020, closing a stake of 14,386 shares — an estimated $618K sold.

MKD Wealth Coaches first reported a position in FHLC in Q4 2018 and held it in 5 quarters. The position peaked at $757K in Q4 2019. 190 funds tracked by Wall St. Rank hold FHLC as of Q2 2020.

MKD Wealth Coaches reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2020 after selling out during the quarter.
MKD Wealth Coaches sold 14,386 Fidelity MSCI Health Care Index ETF shares in Q2 2020, an estimated $618K.
MKD Wealth Coaches first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2018 and held it in 5 quarters.
MKD Wealth Coaches's Fidelity MSCI Health Care Index ETF position peaked at $757K in Q4 2019.
190 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2020.

Based on MKD Wealth Coaches's 13F filing for Q2 2020, filed 11 Aug 2020.