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Winslow Evans & Crocker’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$8K Buy
135
+30
+29% +$1.66K ﹤0.01% 990
2020
Q3 		$6K Hold
105
– – ﹤0.01% 836
2020
Q2 		$5K Sell
105
-1
-0.9% -$48 ﹤0.01% 878
2020
Q1 		$6K Hold
106
– – ﹤0.01% 806
2019
Q4 		$6K Hold
106
– – ﹤0.01% 930
2019
Q3 		$6K Hold
106
– – ﹤0.01% 907
2019
Q2 		$6K Sell
106
-100
-49% -$4.36K ﹤0.01% 927
2019
Q1 		$10K Hold
206
– – ﹤0.01% 812
2018
Q4 		$10K Sell
206
-194
-49% -$8.53K ﹤0.01% 768
2018
Q3 		$20K Hold
400
– – 0.01% 656
2018
Q2 		$18K Buy
400
+30
+8% +$1.22K 0.01% 684
2018
Q1 		$14.7K Buy
370
+40
+12% +$1.66K ﹤0.01% 711
2017
Q4 		$13.2K Hold
330
– – ﹤0.01% 755
2017
Q3 		$13K Sell
330
-200
-38% -$7.74K ﹤0.01% 767
2017
Q2 		$20.3K Buy
530
+180
+51% +$6.6K 0.01% 747
2017
Q1 		$12.5K Sell
350
-136
-28% -$4.75K ﹤0.01% 838
2016
Q4 		$16K Hold
486
– – ﹤0.01% 774
2016
Q3 		$16.7K Buy
486
+36
+8% +$1.26K ﹤0.01% 780
2016
Q2 		$15.2K Hold
450
– – ﹤0.01% 770
2016
Q1 		$14.4K Hold
450
– – ﹤0.01% 789
2015
Q4 		$15.5K Hold
450
– – ﹤0.01% 804
2015
Q3 		$14.3K Buy
450
+150
+50% +$5.3K ﹤0.01% 810
2015
Q2 		$10.8K Buy
+300
New +$10.8K ﹤0.01% 914

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Winslow Evans & Crocker's FHLC Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 29% in Q4 2020, buying an estimated $1.66K and bringing the position to 135 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Winslow Evans & Crocker first reported a position in FHLC in Q2 2015 and has held it in 23 quarters since. The position peaked at $20.3K in Q2 2017. 220 funds tracked by Wall St. Rank hold FHLC as of Q4 2020.

  • Winslow Evans & Crocker held 135 shares of Fidelity MSCI Health Care Index ETF worth $8K as of Q4 2020.
  • Winslow Evans & Crocker bought 30 Fidelity MSCI Health Care Index ETF shares in Q4 2020, an estimated $1.66K.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #990 holding.
  • Winslow Evans & Crocker first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2015 and has held it in 23 quarters since.
  • Winslow Evans & Crocker's Fidelity MSCI Health Care Index ETF position peaked at $20.3K in Q2 2017.
  • 220 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.