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Stevens First Principles Investment Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Stevens First Principles Investment Advisors’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
2017
Q1 		– Sell
-17
Closed -$1K – 165
2016
Q4 		$1K Buy
+17
New +$563 ﹤0.01% 167

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BFA
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BW
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Commonwealth Equity Services
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CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Stevens First Principles Investment Advisors's FHLC Position: Q1 2017 in Review

Stevens First Principles Investment Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2017, closing a stake of 17 shares — an estimated $1K sold.

Stevens First Principles Investment Advisors first reported a position in FHLC in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 73 funds tracked by Wall St. Rank hold FHLC as of Q1 2017.

  • Stevens First Principles Investment Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2017 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 17 Fidelity MSCI Health Care Index ETF shares in Q1 2017, an estimated $1K.
  • Stevens First Principles Investment Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2016 and held it in 1 quarter.
  • Stevens First Principles Investment Advisors's Fidelity MSCI Health Care Index ETF position peaked at $1K in Q4 2016.
  • 73 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2017.

Based on Stevens First Principles Investment Advisors's 13F filing for Q1 2017, filed 2 May 2017.