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

UBS’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
2014
Q3 		– Sell
-175
Closed -$5K – 10471
2014
Q2 		$5K Buy
+175
New +$4.9K ﹤0.01% 9500

Other funds holding FHLC

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

UBS's FHLC Position: Q3 2014 in Review

UBS sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2014, closing a stake of 175 shares — an estimated $5K sold.

UBS first reported a position in FHLC in Q2 2014 and held it in 1 quarter. The position peaked at $5K in Q2 2014. 18 funds tracked by Wall St. Rank hold FHLC as of Q3 2014.

  • UBS reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2014 after selling out during the quarter.
  • UBS sold 175 Fidelity MSCI Health Care Index ETF shares in Q3 2014, an estimated $5K.
  • UBS first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2014 and held it in 1 quarter.
  • UBS's Fidelity MSCI Health Care Index ETF position peaked at $5K in Q2 2014.
  • 18 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.