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Robertson Stephens Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Robertson Stephens Advisors’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
Q3 		$599K Buy
+15,149
New +$586K 0.52% 37

Other funds holding FHLC

RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 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
BW
Biegel & Waller Columbia, Maryland $179M AUM 1.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robertson Stephens Advisors's FHLC Position: Q3 2017 in Review

Robertson Stephens Advisors opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2017: 15,149 shares worth $599K. The stake represents 0.52% of the portfolio and ranks #37 among its holdings.

82 funds tracked by Wall St. Rank hold FHLC as of Q3 2017.

  • Robertson Stephens Advisors held 15,149 shares of Fidelity MSCI Health Care Index ETF worth $599K as of Q3 2017.
  • Fidelity MSCI Health Care Index ETF was a new Robertson Stephens Advisors position in Q3 2017.
  • Fidelity MSCI Health Care Index ETF made up 0.52% of Robertson Stephens Advisors's portfolio in Q3 2017, its #37 holding.
  • 82 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.