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Ruggie Capital Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Ruggie Capital 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
2020
Q3 		$15K Buy
+277
New +$14.5K 0.78% 40
2019
Q1 		– Sell
-185
Closed -$8K – 244
2018
Q4 		$8K Buy
+185
New +$8.13K ﹤0.01% 320

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ruggie Capital Group's FHLC Position: Q3 2020 in Review

Ruggie Capital Group opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2020: 277 shares worth $15K. The stake represents 0.78% of the portfolio and ranks #40 among its holdings. This is a return to the name: Ruggie Capital Group previously reported a position in FHLC as recently as Q4 2018.

Ruggie Capital Group first reported a position in FHLC in Q4 2018 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold FHLC as of Q3 2020.

  • Ruggie Capital Group held 277 shares of Fidelity MSCI Health Care Index ETF worth $15K as of Q3 2020.
  • Fidelity MSCI Health Care Index ETF was a new Ruggie Capital Group position in Q3 2020.
  • Fidelity MSCI Health Care Index ETF made up 0.78% of Ruggie Capital Group's portfolio in Q3 2020, its #40 holding.
  • Ruggie Capital Group first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2018 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2020.

Based on Ruggie Capital Group's 13F filing for Q3 2020, filed 29 Oct 2020.