RPG
FHLC icon

Risk Paradigm Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Risk Paradigm Group’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
2018
Q2 		– Sell
-603
Closed -$24K – 130
2018
Q1 		$24K Hold
603
– – 0.03% 177
2017
Q4 		$24.1K Buy
+603
New +$24K 0.03% 201
2017
Q3 		– Sell
-603
Closed -$23.1K – 240
2017
Q2 		$23.1K Sell
603
-178
-23% -$6.53K 0.03% 185
2017
Q1 		$27.9K Sell
781
-6,270
-89% -$219K 0.03% 181
2016
Q4 		$232K Sell
7,051
-3,868
-35% -$128K 0.26% 85
2016
Q3 		$376K Buy
10,919
+639
+6% +$22.3K 0.28% 87
2016
Q2 		$348K Sell
10,280
-2,025
-16% -$67.4K 0.47% 68
2016
Q1 		$394K Buy
12,305
+1,742
+16% +$55K 0.5% 49
2015
Q4 		$365K Buy
10,563
+3,964
+60% +$134K 0.43% 49
2015
Q3 		$210K Buy
+6,599
New +$233K 0.43% 39

Other funds holding FHLC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
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
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return