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Seven Springs Wealth Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Seven Springs Wealth 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
Q1 		– Sell
-3,788
Closed -$188K – 159
2019
Q4 		$188K Buy
+3,788
New +$176K 0.13% 55

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Seven Springs Wealth Group's FHLC Position: Q1 2020 in Review

Seven Springs Wealth Group sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2020, closing a stake of 3,788 shares — an estimated $188K sold.

Seven Springs Wealth Group first reported a position in FHLC in Q4 2019 and held it in 1 quarter. The position peaked at $188K in Q4 2019. 174 funds tracked by Wall St. Rank hold FHLC as of Q1 2020.

  • Seven Springs Wealth Group reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2020 after selling out during the quarter.
  • Seven Springs Wealth Group sold 3,788 Fidelity MSCI Health Care Index ETF shares in Q1 2020, an estimated $188K.
  • Seven Springs Wealth Group first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2019 and held it in 1 quarter.
  • Seven Springs Wealth Group's Fidelity MSCI Health Care Index ETF position peaked at $188K in Q4 2019.
  • 174 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2020.

Based on Seven Springs Wealth Group's 13F filing for Q1 2020, filed 20 Apr 2020.