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

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

Envestnet Asset Management

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

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

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

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

Commonwealth Equity Services

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return