Simplicity Solutions’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Simplicity Solutions’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 Q3	–	Sell	-34,043	Closed	-$2.8M	–	882
2020 Q2	$2.8M	Buy	34,043 +15,680	+85%	+$1.16M	0.06%	250
2020 Q1	$1.15M	Buy	+18,363	New	+$1.32M	0.04%	317
2019 Q2	–	Sell	-4,097	Closed	-$243K	–	727
2019 Q1	$243K	Buy	+4,097	New	+$225K	0.01%	612

Other funds holding FTEC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Simplicity Solutions's FTEC Position: Q3 2020 in Review

Simplicity Solutions sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2020, closing a stake of 34,043 shares — an estimated $2.8M sold.

Simplicity Solutions first reported a position in FTEC in Q1 2019 and held it in 3 quarters. The position peaked at $2.8M in Q2 2020. 259 funds tracked by Wall St. Rank hold FTEC as of Q3 2020.

Simplicity Solutions reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2020 after selling out during the quarter.
Simplicity Solutions sold 34,043 Fidelity MSCI Information Technology Index ETF shares in Q3 2020, an estimated $2.8M.
Simplicity Solutions first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2019 and held it in 3 quarters.
Simplicity Solutions's Fidelity MSCI Information Technology Index ETF position peaked at $2.8M in Q2 2020.
259 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2020.

Based on Simplicity Solutions's 13F filing for Q3 2020, filed 4 Nov 2020.