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

Wealthfront’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
2015
Q3 		– Sell
-35
Closed -$1K – 1297
2015
Q2 		$1K Sell
35
-7
-17% -$251 ﹤0.01% 1235
2015
Q1 		$1K Buy
+42
New +$1.45K ﹤0.01% 1093

Other funds holding FHLC

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Wealthfront's FHLC Position: Q3 2015 in Review

Wealthfront sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2015, closing a stake of 35 shares — an estimated $1K sold.

Wealthfront first reported a position in FHLC in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 54 funds tracked by Wall St. Rank hold FHLC as of Q3 2015.

  • Wealthfront reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 35 Fidelity MSCI Health Care Index ETF shares in Q3 2015, an estimated $1K.
  • Wealthfront first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2015 and held it in 2 quarters.
  • Wealthfront's Fidelity MSCI Health Care Index ETF position peaked at $1K in Q2 2015.
  • 54 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.