Pacific Center for Financial Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Pacific Center for Financial Services’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
2018 Q2	–	Sell	-1,549	Closed	-$62K	–	315
2018 Q1	$62K	Hold	1,549	–	–	0.04%	97
2017 Q4	$62K	Hold	1,549	–	–	0.04%	93
2017 Q3	$61K	Hold	1,549	–	–	0.04%	92
2017 Q2	$59K	Hold	1,549	–	–	0.04%	91
2017 Q1	$55K	Hold	1,549	–	–	0.04%	92
2016 Q4	$51K	Buy	+1,549	New	+$51.3K	0.04%	95

Other funds holding FHLC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Pacific Center for Financial Services's FHLC Position: Q2 2018 in Review

Pacific Center for Financial Services sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2018, closing a stake of 1,549 shares — an estimated $62K sold.

Pacific Center for Financial Services first reported a position in FHLC in Q4 2016 and held it in 6 quarters. The position peaked at $62K in Q1 2018. 109 funds tracked by Wall St. Rank hold FHLC as of Q2 2018.

Pacific Center for Financial Services reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2018 after selling out during the quarter.
Pacific Center for Financial Services sold 1,549 Fidelity MSCI Health Care Index ETF shares in Q2 2018, an estimated $62K.
Pacific Center for Financial Services first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2016 and held it in 6 quarters.
Pacific Center for Financial Services's Fidelity MSCI Health Care Index ETF position peaked at $62K in Q1 2018.
109 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2018.

Based on Pacific Center for Financial Services's 13F filing for Q2 2018, filed 14 Aug 2018.