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MSI Financial Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

MSI Financial Services’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
2016
Q4 		$17K Buy
457
+300
+191% +$11K ﹤0.01% 2489
2016
Q3 		$6K Sell
157
-13
-8% -$457 ﹤0.01% 3043
2016
Q2 		$6K Buy
170
+120
+240% +$3.91K ﹤0.01% 3041
2016
Q1 		$2K Hold
50
– – ﹤0.01% 3526
2015
Q4 		$2K Hold
50
– – ﹤0.01% 3437
2015
Q3 		$2K Buy
+50
New +$1.58K ﹤0.01% 2733
2015
Q2 		– Sell
-170
Closed -$5K – 3144
2015
Q1 		$5K Buy
+170
New +$5.44K ﹤0.01% 2425
2014
Q4 		– Sell
-400
Closed -$12K – 2694
2014
Q3 		$12K Buy
+400
New +$12K ﹤0.01% 1735

Other funds holding FTEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

MSI Financial Services's FTEC Position: Q4 2016 in Review

MSI Financial Services increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 191% in Q4 2016, buying an estimated $11K and bringing the position to 457 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

MSI Financial Services first reported a position in FTEC in Q3 2014 and has held it in 8 quarters since. 61 funds tracked by Wall St. Rank hold FTEC as of Q4 2016.

  • MSI Financial Services held 457 shares of Fidelity MSCI Information Technology Index ETF worth $17K as of Q4 2016.
  • MSI Financial Services bought 300 Fidelity MSCI Information Technology Index ETF shares in Q4 2016, an estimated $11K.
  • Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2489 holding.
  • MSI Financial Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2014 and has held it in 8 quarters since.
  • 61 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.