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Stratford Consulting’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Stratford Consulting’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
2016
Q2 		– Sell
-9,209
Closed -$306K – 58
2016
Q1 		$306K Sell
9,209
-1,465
-14% -$45.3K 0.14% 42
2015
Q4 		$351K Buy
10,674
+27
+0.3% +$893 0.18% 40
2015
Q3 		$322K Buy
10,647
+38
+0.4% +$1.2K 0.17% 41
2015
Q2 		$340K Buy
10,609
+3,036
+40% +$99.9K 0.17% 41
2015
Q1 		$243K Buy
+7,573
New +$242K 0.12% 48

Other funds holding FTEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

Stratford Consulting's FTEC Position: Q2 2016 in Review

Stratford Consulting sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2016, closing a stake of 9,209 shares — an estimated $306K sold.

Stratford Consulting first reported a position in FTEC in Q1 2015 and held it in 5 quarters. The position peaked at $351K in Q4 2015. 48 funds tracked by Wall St. Rank hold FTEC as of Q2 2016.

  • Stratford Consulting reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2016 after selling out during the quarter.
  • Stratford Consulting sold 9,209 Fidelity MSCI Information Technology Index ETF shares in Q2 2016, an estimated $306K.
  • Stratford Consulting first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2015 and held it in 5 quarters.
  • Stratford Consulting's Fidelity MSCI Information Technology Index ETF position peaked at $351K in Q4 2015.
  • 48 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2016.

Based on Stratford Consulting's 13F filing for Q2 2016, filed 28 Jul 2016.