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WealthBridge Capital Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-250
Closed -$11K – 359
2019
Q1 		$11K Buy
+250
New +$10.9K 0.01% 553

Other funds holding FHLC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthBridge Capital Management's FHLC Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2019, closing a stake of 250 shares — an estimated $11K sold.

WealthBridge Capital Management first reported a position in FHLC in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 146 funds tracked by Wall St. Rank hold FHLC as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 250 Fidelity MSCI Health Care Index ETF shares in Q2 2019, an estimated $11K.
  • WealthBridge Capital Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2019 and held it in 1 quarter.
  • WealthBridge Capital Management's Fidelity MSCI Health Care Index ETF position peaked at $11K in Q1 2019.
  • 146 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.