Sequoia Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Sequoia Wealth Management’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
2019 Q4	–	Sell	-4,650	Closed	-$204K	–	25
2019 Q3	$204K	Buy	+4,650	New	+$206K	0.42%	51
2019 Q2	–	Sell	-6,028	Closed	-$269K	–	60
2019 Q1	$269K	Buy	6,028 +243	+4%	+$10.6K	0.22%	62
2018 Q4	$239K	Buy	+5,785	New	+$254K	0.24%	53

Other funds holding FHLC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sequoia Wealth Management's FHLC Position: Q4 2019 in Review

Sequoia Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2019, closing a stake of 4,650 shares — an estimated $204K sold.

Sequoia Wealth Management first reported a position in FHLC in Q4 2018 and held it in 3 quarters. The position peaked at $269K in Q1 2019. 179 funds tracked by Wall St. Rank hold FHLC as of Q4 2019.

Sequoia Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 4,650 Fidelity MSCI Health Care Index ETF shares in Q4 2019, an estimated $204K.
Sequoia Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2018 and held it in 3 quarters.
Sequoia Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $269K in Q1 2019.
179 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.