Wagner Wealth Management (South Carolina)’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018 Q3	$5K	Hold	101	–	–	﹤0.01%	486
2018 Q2	$4K	Hold	101	–	–	﹤0.01%	473
2018 Q1	$4K	Buy	101 +1	+1%	+$41	﹤0.01%	437
2017 Q4	$4K	Buy	+100	New	+$3.98K	﹤0.01%	550

Other funds holding FHLC

CSIA

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

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RWP

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

LTFS

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

Wagner Wealth Management (South Carolina)'s FHLC Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q3 2018 at 101 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Wagner Wealth Management (South Carolina) first reported a position in FHLC in Q4 2017 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold FHLC as of Q3 2018.

Wagner Wealth Management (South Carolina) held 101 shares of Fidelity MSCI Health Care Index ETF worth $5K as of Q3 2018.
Wagner Wealth Management (South Carolina) left its Fidelity MSCI Health Care Index ETF share count unchanged in Q3 2018.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #486 holding.
Wagner Wealth Management (South Carolina) first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2017 and has held it in 4 quarters since.
124 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.