SEI Investments
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SEI Investments’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

SEI Investments’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
Q3 		– Sell
-131
Closed -$5K – 2782
2018
Q2 		$5K Hold
131
– – ﹤0.01% 3149
2018
Q1 		$5K Sell
131
-187
-59% -$7.75K ﹤0.01% 3048
2017
Q4 		$13K Buy
+318
New +$12.7K ﹤0.01% 2715

Other funds holding FHLC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $79.5B AUM 27.1% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SEI Investments's FHLC Position: Q3 2018 in Review

SEI Investments sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2018, closing a stake of 131 shares — an estimated $5K sold.

SEI Investments first reported a position in FHLC in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q4 2017. 124 funds tracked by Wall St. Rank hold FHLC as of Q3 2018.

  • SEI Investments reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 131 Fidelity MSCI Health Care Index ETF shares in Q3 2018, an estimated $5K.
  • SEI Investments first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2017 and held it in 3 quarters.
  • SEI Investments's Fidelity MSCI Health Care Index ETF position peaked at $13K in Q4 2017.
  • 124 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.