Rowland Carmichael Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Rowland Carmichael Advisors’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 Q4	$1.15M	Sell	10,958 -1,327	-11%	-$129K	0.36%	63
2020 Q3	$1.13M	Buy	12,285 +501	+4%	+$44.6K	0.44%	55
2020 Q2	$969K	Sell	11,784 -136	-1%	-$10K	0.41%	53
2020 Q1	$747K	Buy	+11,920	New	+$855K	0.38%	62
2018 Q3	–	Sell	-8,797	Closed	-$486K	–	356
2018 Q2	$486K	Buy	8,797 +435	+5%	+$23.7K	0.21%	129
2018 Q1	$434K	Buy	+8,362	New	+$443K	0.24%	127

Other funds holding FTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $374B AUM 17.66% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

Rowland Carmichael Advisors's FTEC Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 11% in Q4 2020, selling an estimated $129K and leaving 10,958 shares worth $1.15M. The position accounts for 0.36% of the portfolio, ranked #63.

Rowland Carmichael Advisors first reported a position in FTEC in Q1 2018 and has held it in 6 quarters since. 290 funds tracked by Wall St. Rank hold FTEC as of Q4 2020.

Rowland Carmichael Advisors held 10,958 shares of Fidelity MSCI Information Technology Index ETF worth $1.15M as of Q4 2020.
Rowland Carmichael Advisors sold 1,327 Fidelity MSCI Information Technology Index ETF shares in Q4 2020, an estimated $129K.
Fidelity MSCI Information Technology Index ETF made up 0.36% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #63 holding.
Rowland Carmichael Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2018 and has held it in 6 quarters since.
290 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.