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Washington Trust’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Washington Trust’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
-428
Closed -$24K – 442
2018
Q2 		$24K Buy
+428
New +$23.3K ﹤0.01% 535

Other funds holding FTEC

CSIA
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Cambridge Investment Research Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Washington Trust's FTEC Position: Q3 2018 in Review

Washington Trust sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2018, closing a stake of 428 shares — an estimated $24K sold.

Washington Trust first reported a position in FTEC in Q2 2018 and held it in 1 quarter. The position peaked at $24K in Q2 2018. 147 funds tracked by Wall St. Rank hold FTEC as of Q3 2018.

  • Washington Trust reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2018 after selling out during the quarter.
  • Washington Trust sold 428 Fidelity MSCI Information Technology Index ETF shares in Q3 2018, an estimated $24K.
  • Washington Trust first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2018 and held it in 1 quarter.
  • Washington Trust's Fidelity MSCI Information Technology Index ETF position peaked at $24K in Q2 2018.
  • 147 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2018.

Based on Washington Trust's 13F filing for Q3 2018, filed 13 Nov 2018.