Winslow Evans & Crocker’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Winslow Evans & Crocker’s Portfolio FLTB Stock Details FLTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$53K	Buy	+1,000	New	+$52.7K	0.01%	583

Other funds holding FLTB

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MFM

Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Winslow Evans & Crocker opened a new position in Fidelity Limited Term Bond ETF (FLTB) in Q4 2020: 1,000 shares worth $53K. The stake represents 0.01% of the portfolio and ranks #583 among its holdings.

45 funds tracked by Wall St. Rank hold FLTB as of Q4 2020.

Winslow Evans & Crocker held 1,000 shares of Fidelity Limited Term Bond ETF worth $53K as of Q4 2020.
Fidelity Limited Term Bond ETF was a new Winslow Evans & Crocker position in Q4 2020.
Fidelity Limited Term Bond ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #583 holding.
45 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q4 2020.

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