Pacific Center for Financial Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Pacific Center for 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
2018 Q2	–	Sell	-1,553	Closed	-$81K	–	317
2018 Q1	$81K	Hold	1,553	–	–	0.05%	82
2017 Q4	$78K	Hold	1,553	–	–	0.05%	83
2017 Q3	$72K	Hold	1,553	–	–	0.05%	86
2017 Q2	$66K	Hold	1,553	–	–	0.04%	86
2017 Q1	$64K	Hold	1,553	–	–	0.04%	87
2016 Q4	$57K	Buy	+1,553	New	+$56.8K	0.04%	92

Other funds holding FTEC

CSIA

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

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

BFA

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

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

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BTS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Pacific Center for Financial Services sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2018, closing a stake of 1,553 shares — an estimated $81K sold.

Pacific Center for Financial Services first reported a position in FTEC in Q4 2016 and held it in 6 quarters. The position peaked at $81K in Q1 2018. 134 funds tracked by Wall St. Rank hold FTEC as of Q2 2018.

Pacific Center for Financial Services reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2018 after selling out during the quarter.
Pacific Center for Financial Services sold 1,553 Fidelity MSCI Information Technology Index ETF shares in Q2 2018, an estimated $81K.
Pacific Center for Financial Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2016 and held it in 6 quarters.
Pacific Center for Financial Services's Fidelity MSCI Information Technology Index ETF position peaked at $81K in Q1 2018.
134 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2018.

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