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TRUE Private Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

TRUE Private Wealth 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
2019
Q1 		– Sell
-8,103
Closed -$337K – 221
2018
Q4 		$337K Buy
+8,103
New +$356K 0.06% 173
2016
Q1 		– Sell
-200,811
Closed -$6.93M – 130
2015
Q4 		$6.93M Buy
+200,811
New +$6.79M 3.05% 10

Other funds holding FHLC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FI
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TRUE Private Wealth Advisors's FHLC Position: Q1 2019 in Review

TRUE Private Wealth Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2019, closing a stake of 8,103 shares — an estimated $337K sold.

TRUE Private Wealth Advisors first reported a position in FHLC in Q4 2015 and held it in 2 quarters. The position peaked at $6.93M in Q4 2015. 150 funds tracked by Wall St. Rank hold FHLC as of Q1 2019.

  • TRUE Private Wealth Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2019 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 8,103 Fidelity MSCI Health Care Index ETF shares in Q1 2019, an estimated $337K.
  • TRUE Private Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2015 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $6.93M in Q4 2015.
  • 150 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2019, filed 25 Apr 2019.