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Verus Capital Partners’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Verus Capital Partners’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
2020
Q1 		$9K Buy
213
+1
+0.5% +$47 ﹤0.01% 1042
2019
Q4 		$11K Buy
+212
New +$9.85K ﹤0.01% 1084

Other funds holding FHLC

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Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Verus Capital Partners's FHLC Position: Q1 2020 in Review

Verus Capital Partners increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.47% in Q1 2020, buying an estimated $47 and bringing the position to 213 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Verus Capital Partners first reported a position in FHLC in Q4 2019 and has held it in 2 quarters since. The position peaked at $11K in Q4 2019. 174 funds tracked by Wall St. Rank hold FHLC as of Q1 2020.

  • Verus Capital Partners held 213 shares of Fidelity MSCI Health Care Index ETF worth $9K as of Q1 2020.
  • Verus Capital Partners bought 1 Fidelity MSCI Health Care Index ETF share in Q1 2020, an estimated $47.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1042 holding.
  • Verus Capital Partners first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Fidelity MSCI Health Care Index ETF position peaked at $11K in Q4 2019.
  • 174 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.