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Whitney & Co’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Whitney & Co’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$6K – 232
2018
Q3 		$6K Buy
+100
New +$5.86K ﹤0.01% 371

Other funds holding FTEC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Whitney & Co's FTEC Position: Q4 2018 in Review

Whitney & Co sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2018, closing a stake of 100 shares — an estimated $6K sold.

Whitney & Co first reported a position in FTEC in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 139 funds tracked by Wall St. Rank hold FTEC as of Q4 2018.

  • Whitney & Co reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 100 Fidelity MSCI Information Technology Index ETF shares in Q4 2018, an estimated $6K.
  • Whitney & Co first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2018 and held it in 1 quarter.
  • Whitney & Co's Fidelity MSCI Information Technology Index ETF position peaked at $6K in Q3 2018.
  • 139 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.