MFW
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Mosaic Family Wealth’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Mosaic Family Wealth’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
Q2 		– Sell
-200
Closed -$9K – 321
2019
Q1 		$9K Buy
+200
New +$8.72K ﹤0.01% 502

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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 22.9% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mosaic Family Wealth's FHLC Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2019, closing a stake of 200 shares — an estimated $9K sold.

Mosaic Family Wealth first reported a position in FHLC in Q1 2019 and held it in 1 quarter. The position peaked at $9K in Q1 2019. 146 funds tracked by Wall St. Rank hold FHLC as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 200 Fidelity MSCI Health Care Index ETF shares in Q2 2019, an estimated $9K.
  • Mosaic Family Wealth first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2019 and held it in 1 quarter.
  • Mosaic Family Wealth's Fidelity MSCI Health Care Index ETF position peaked at $9K in Q1 2019.
  • 146 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.