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New England Private Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

New England Private Wealth Advisors’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
-4,977
Closed -$295K – 170
2019
Q1 		$295K Buy
+4,977
New +$273K 0.08% 114

Other funds holding FTEC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
FSC
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 $44.6B AUM 28.94% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

New England Private Wealth Advisors's FTEC Position: Q2 2019 in Review

New England Private Wealth Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2019, closing a stake of 4,977 shares — an estimated $295K sold.

New England Private Wealth Advisors first reported a position in FTEC in Q1 2019 and held it in 1 quarter. The position peaked at $295K in Q1 2019. 162 funds tracked by Wall St. Rank hold FTEC as of Q2 2019.

  • New England Private Wealth Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 4,977 Fidelity MSCI Information Technology Index ETF shares in Q2 2019, an estimated $295K.
  • New England Private Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2019 and held it in 1 quarter.
  • New England Private Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $295K in Q1 2019.
  • 162 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2019.

Based on New England Private Wealth Advisors's 13F filing for Q2 2019, filed 8 Aug 2019.