Parisi Gray Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Parisi Gray Wealth Management’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
2019 Q1	–	Sell	-158	Closed	-$6K	–	546
2018 Q4	$6K	Hold	158	–	–	﹤0.01%	443
2018 Q3	$7K	Hold	158	–	–	﹤0.01%	443
2018 Q2	$7K	Buy	+158	New	+$6.44K	﹤0.01%	456

Other funds holding FHLC

CSIA

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

RWP

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

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

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

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

BFA

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

SMG

Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

Parisi Gray Wealth Management's FHLC Position: Q1 2019 in Review

Parisi Gray Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2019, closing a stake of 158 shares — an estimated $6K sold.

Parisi Gray Wealth Management first reported a position in FHLC in Q2 2018 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 150 funds tracked by Wall St. Rank hold FHLC as of Q1 2019.

Parisi Gray Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2019 after selling out during the quarter.
Parisi Gray Wealth Management sold 158 Fidelity MSCI Health Care Index ETF shares in Q1 2019, an estimated $6K.
Parisi Gray Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2018 and held it in 3 quarters.
Parisi Gray Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $7K in Q3 2018.
150 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.