WA
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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 $1.21B AUM 38.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 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 $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 $4.31B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return