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

WFG Advisors’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
2017
Q2 		$194K Buy
5,074
+913
+22% +$33.5K 0.04% 374
2017
Q1 		$149K Buy
4,161
+1,224
+42% +$42.8K 0.04% 395
2016
Q4 		$97K Sell
2,937
-149
-5% -$4.94K 0.02% 527
2016
Q3 		$106K Buy
3,086
+7
+0.2% +$245 0.03% 503
2016
Q2 		$104K Buy
3,079
+270
+10% +$8.98K 0.03% 484
2016
Q1 		$90K Buy
2,809
+121
+5% +$3.82K 0.03% 500
2015
Q4 		$93K Buy
2,688
+1,168
+77% +$39.5K 0.03% 489
2015
Q3 		$48K Sell
1,520
-2,185
-59% -$77.2K 0.02% 653
2015
Q2 		$134K Buy
3,705
+3,580
+2,864% +$129K 0.04% 456
2015
Q1 		$4K Buy
+125
New +$4.31K ﹤0.01% 1416

Other funds holding FHLC

RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
BW
Biegel & Waller Columbia, Maryland $179M AUM 1.6% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WFG Advisors's FHLC Position: Q2 2017 in Review

WFG Advisors increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 22% in Q2 2017, buying an estimated $33.5K and bringing the position to 5,074 shares worth $194K. The position accounts for 0.04% of the portfolio, ranked #374.

WFG Advisors first reported a position in FHLC in Q1 2015 and has held it in 10 quarters since. 73 funds tracked by Wall St. Rank hold FHLC as of Q2 2017.

  • WFG Advisors held 5,074 shares of Fidelity MSCI Health Care Index ETF worth $194K as of Q2 2017.
  • WFG Advisors bought 913 Fidelity MSCI Health Care Index ETF shares in Q2 2017, an estimated $33.5K.
  • Fidelity MSCI Health Care Index ETF made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #374 holding.
  • WFG Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2015 and has held it in 10 quarters since.
  • 73 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.