Peak Financial Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Peak Financial Management’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 Q1	–	Sell	-32,495	Closed	-$1.62M	–	48
2017 Q4	$1.62M	Buy	32,495 +4	+0%	+$197	0.62%	27
2017 Q3	$1.5M	Sell	32,491 -576	-2%	-$25.9K	0.58%	25
2017 Q2	$1.41M	Buy	33,067 +114	+0.3%	+$4.87K	0.55%	23
2017 Q1	$1.36M	Buy	32,953 +923	+3%	+$36.6K	0.55%	23
2016 Q4	$1.18M	Buy	+32,030	New	+$1.17M	0.51%	21

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

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

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Peak Financial Management's FTEC Position: Q1 2018 in Review

Peak Financial Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2018, closing a stake of 32,495 shares — an estimated $1.62M sold.

Peak Financial Management first reported a position in FTEC in Q4 2016 and held it in 5 quarters. The position peaked at $1.62M in Q4 2017. 123 funds tracked by Wall St. Rank hold FTEC as of Q1 2018.

Peak Financial Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2018 after selling out during the quarter.
Peak Financial Management sold 32,495 Fidelity MSCI Information Technology Index ETF shares in Q1 2018, an estimated $1.62M.
Peak Financial Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2016 and held it in 5 quarters.
Peak Financial Management's Fidelity MSCI Information Technology Index ETF position peaked at $1.62M in Q4 2017.
123 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2018.

Based on Peak Financial Management's 13F filing for Q1 2018, filed 8 May 2018.