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Physicians Financial Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Physicians 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
2017
Q1 		– Sell
-100
Closed -$4K – 165
2016
Q4 		$4K Hold
100
– – ﹤0.01% 270
2016
Q3 		$3K Hold
100
– – ﹤0.01% 278
2016
Q2 		$3K Hold
100
– – ﹤0.01% 272
2016
Q1 		$3K Hold
100
– – ﹤0.01% 274
2015
Q4 		$3K Buy
+100
New +$3.38K ﹤0.01% 281

Other funds holding FHLC

RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
BW
Biegel & Waller Columbia, Maryland $179M AUM 1.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Physicians Financial Services's FHLC Position: Q1 2017 in Review

Physicians Financial Services sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2017, closing a stake of 100 shares — an estimated $4K sold.

Physicians Financial Services first reported a position in FHLC in Q4 2015 and held it in 5 quarters. The position peaked at $4K in Q4 2016. 73 funds tracked by Wall St. Rank hold FHLC as of Q1 2017.

  • Physicians Financial Services reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 100 Fidelity MSCI Health Care Index ETF shares in Q1 2017, an estimated $4K.
  • Physicians Financial Services first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Fidelity MSCI Health Care Index ETF position peaked at $4K in Q4 2016.
  • 73 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.