Visionary Asset Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Visionary Asset Management’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
2018 Q3	–	Sell	-23,102	Closed	-$1.28M	–	303
2018 Q2	$1.28M	Buy	23,102 +648	+3%	+$35.3K	0.43%	80
2018 Q1	$1.15M	Buy	+22,454	New	+$1.19M	0.37%	76
2015 Q1	–	Sell	-1,508	Closed	-$48K	–	135
2014 Q4	$48K	Buy	+1,508	New	+$46.3K	0.02%	115

Other funds holding FTEC

CSIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Visionary Asset Management's FTEC Position: Q3 2018 in Review

Visionary Asset Management sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2018, closing a stake of 23,102 shares — an estimated $1.28M sold.

Visionary Asset Management first reported a position in FTEC in Q4 2014 and held it in 3 quarters. The position peaked at $1.28M in Q2 2018. 147 funds tracked by Wall St. Rank hold FTEC as of Q3 2018.

Visionary Asset Management reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2018 after selling out during the quarter.
Visionary Asset Management sold 23,102 Fidelity MSCI Information Technology Index ETF shares in Q3 2018, an estimated $1.28M.
Visionary Asset Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2014 and held it in 3 quarters.
Visionary Asset Management's Fidelity MSCI Information Technology Index ETF position peaked at $1.28M in Q2 2018.
147 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2018.

Based on Visionary Asset Management's 13F filing for Q3 2018, filed 5 Oct 2018.