Whalerock Point Partners’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Whalerock Point Partners’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-9,702	Closed	-$313K	–	193
2017 Q3	$313K	Buy	9,702 +522	+6%	+$16.8K	0.11%	125
2017 Q2	$293K	Buy	+9,180	New	+$299K	0.11%	124

Other funds holding FCOM

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Whalerock Point Partners's FCOM Position: Q4 2017 in Review

Whalerock Point Partners sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q4 2017, closing a stake of 9,702 shares — an estimated $313K sold.

Whalerock Point Partners first reported a position in FCOM in Q2 2017 and held it in 2 quarters. The position peaked at $313K in Q3 2017. 26 funds tracked by Wall St. Rank hold FCOM as of Q4 2017.

Whalerock Point Partners reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q4 2017 after selling out during the quarter.
Whalerock Point Partners sold 9,702 Fidelity MSCI Communication Services Index ETF shares in Q4 2017, an estimated $313K.
Whalerock Point Partners first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2017 and held it in 2 quarters.
Whalerock Point Partners's Fidelity MSCI Communication Services Index ETF position peaked at $313K in Q3 2017.
26 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q4 2017.

Based on Whalerock Point Partners's 13F filing for Q4 2017, filed 16 Jan 2018.