Partnervest Advisory Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Partnervest Advisory 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
2020 Q3	$291K	Buy	3,156 +132	+4%	+$11.7K	0.09%	174
2020 Q2	$249K	Sell	3,024 -1,980	-40%	-$146K	0.09%	171
2020 Q1	$314K	Buy	5,004 +580	+13%	+$41.6K	0.14%	124
2019 Q4	$321K	Sell	4,424 -343	-7%	-$23.2K	0.12%	135
2019 Q3	$304K	Buy	4,767 +12	+0.3%	+$764	0.11%	166
2019 Q2	$296K	Buy	4,755 +122	+3%	+$7.44K	0.12%	144
2019 Q1	$275K	Buy	4,633 +14	+0.3%	+$769	0.11%	165
2018 Q4	$227K	Buy	+4,619	New	+$248K	0.11%	169

Other funds holding FTEC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

FSC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Partnervest Advisory Services's FTEC Position: Q3 2020 in Review

Partnervest Advisory Services increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 4.4% in Q3 2020, buying an estimated $11.7K and bringing the position to 3,156 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #174.

Partnervest Advisory Services first reported a position in FTEC in Q4 2018 and has held it in 8 quarters since. The position peaked at $321K in Q4 2019. 259 funds tracked by Wall St. Rank hold FTEC as of Q3 2020.

Partnervest Advisory Services held 3,156 shares of Fidelity MSCI Information Technology Index ETF worth $291K as of Q3 2020.
Partnervest Advisory Services bought 132 Fidelity MSCI Information Technology Index ETF shares in Q3 2020, an estimated $11.7K.
Fidelity MSCI Information Technology Index ETF made up 0.09% of Partnervest Advisory Services's portfolio in Q3 2020, its #174 holding.
Partnervest Advisory Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2018 and has held it in 8 quarters since.
Partnervest Advisory Services's Fidelity MSCI Information Technology Index ETF position peaked at $321K in Q4 2019.
259 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.