SSG
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Summit Securities Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Summit Securities Group’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
2015
Q4 		– Sell
-10
Closed – – 336
2015
Q3 		$0 Buy
+10
New +$316 ﹤0.01% 417

Other funds holding FTEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

Summit Securities Group's FTEC Position: Q4 2015 in Review

Summit Securities Group sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2015, closing a stake of 10 shares.

Summit Securities Group first reported a position in FTEC in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 51 funds tracked by Wall St. Rank hold FTEC as of Q4 2015.

  • Summit Securities Group reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2015 after selling out during the quarter.
  • Summit Securities Group sold 10 Fidelity MSCI Information Technology Index ETF shares in Q4 2015.
  • Summit Securities Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2015 and held it in 1 quarter.
  • Summit Securities Group's Fidelity MSCI Information Technology Index ETF position peaked at $0 in Q3 2015.
  • 51 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2015.

Based on Summit Securities Group's 13F filing for Q4 2015, filed 11 Feb 2016.