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Squar Milner Financial Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-180
Closed -$11K – 388
2020
Q1 		$11K Hold
180
– – 0.01% 531
2019
Q4 		$13K Buy
+180
New +$12.2K 0.01% 560

Other funds holding FTEC

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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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

Squar Milner Financial Services's FTEC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2020, closing a stake of 180 shares — an estimated $11K sold.

Squar Milner Financial Services first reported a position in FTEC in Q4 2019 and held it in 2 quarters. The position peaked at $13K in Q4 2019. 240 funds tracked by Wall St. Rank hold FTEC as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 180 Fidelity MSCI Information Technology Index ETF shares in Q2 2020, an estimated $11K.
  • Squar Milner Financial Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Fidelity MSCI Information Technology Index ETF position peaked at $13K in Q4 2019.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.