Suntrust Banks’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Suntrust Banks’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
2019 Q3	$4.39M	Sell	108,583 -1,812	-2%	-$80.2K	0.02%	369
2019 Q2	$4.46M	Buy	110,395 +5,579	+5%	+$243K	0.02%	372
2019 Q1	$4.24M	Buy	104,816 +3,224	+3%	+$141K	0.02%	371
2018 Q4	$4.1M	Sell	101,592 -10,061	-9%	-$442K	0.02%	351
2018 Q3	$4.51M	Buy	111,653 +1,273	+1%	+$56.7K	0.02%	342
2018 Q2	$4.46M	Buy	110,380 +5,965	+6%	+$243K	0.02%	345
2018 Q1	$4.16M	Buy	104,415 +25,633	+33%	+$1.06M	0.02%	345
2017 Q4	$3.15M	Buy	78,782 +11,129	+16%	+$443K	0.02%	383
2017 Q3	$2.67M	Buy	67,653 +24,374	+56%	+$943K	0.02%	442
2017 Q2	$1.66M	Buy	+43,279	New	+$1.59M	0.01%	539

Other funds holding FHLC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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 22.96% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Suntrust Banks's FHLC Position: Q3 2019 in Review

Suntrust Banks reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 1.6% in Q3 2019, selling an estimated $80.2K and leaving 108,583 shares worth $4.39M. The position accounts for 0.02% of the portfolio, ranked #369.

Suntrust Banks first reported a position in FHLC in Q2 2017 and has held it in 10 quarters since. The position peaked at $4.51M in Q3 2018. 152 funds tracked by Wall St. Rank hold FHLC as of Q3 2019.

Suntrust Banks held 108,583 shares of Fidelity MSCI Health Care Index ETF worth $4.39M as of Q3 2019.
Suntrust Banks sold 1,812 Fidelity MSCI Health Care Index ETF shares in Q3 2019, an estimated $80.2K.
Fidelity MSCI Health Care Index ETF made up 0.02% of Suntrust Banks's portfolio in Q3 2019, its #369 holding.
Suntrust Banks first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2017 and has held it in 10 quarters since.
Suntrust Banks's Fidelity MSCI Health Care Index ETF position peaked at $4.51M in Q3 2018.
152 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.