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

Watson Rebecca’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
Q3 		$973K Buy
18,499
+3,032
+20% +$159K 0.57% 29
2020
Q2 		$770K Buy
+15,467
New +$750K 0.46% 35

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Watson Rebecca's FHLC Position: Q3 2020 in Review

Watson Rebecca increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 20% in Q3 2020, buying an estimated $159K and bringing the position to 18,499 shares worth $973K. The position accounts for 0.57% of the portfolio, ranked #29.

Watson Rebecca first reported a position in FHLC in Q2 2020 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold FHLC as of Q3 2020.

  • Watson Rebecca held 18,499 shares of Fidelity MSCI Health Care Index ETF worth $973K as of Q3 2020.
  • Watson Rebecca bought 3,032 Fidelity MSCI Health Care Index ETF shares in Q3 2020, an estimated $159K.
  • Fidelity MSCI Health Care Index ETF made up 0.57% of Watson Rebecca's portfolio in Q3 2020, its #29 holding.
  • Watson Rebecca first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2020 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.