Winslow Evans & Crocker’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Winslow Evans & Crocker’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
2017 Q4	–	Sell	-100	Closed	-$4.62K	–	1141
2017 Q3	$4.62K	Hold	100	–	–	﹤0.01%	945
2017 Q2	$4.27K	Hold	100	–	–	﹤0.01%	1085
2017 Q1	$4.12K	Hold	100	–	–	﹤0.01%	1063
2016 Q4	$3.69K	Buy	100 +54	+117%	+$1.97K	﹤0.01%	1070
2016 Q3	$1.65K	Sell	46 -300	-87%	-$10.5K	﹤0.01%	1203
2016 Q2	$11.2K	Buy	346 +1	+0.3%	+$33	﹤0.01%	844
2016 Q1	$11.5K	Sell	345 -1	-0.3%	-$31	﹤0.01%	847
2015 Q4	$11.3K	Hold	346	–	–	﹤0.01%	886
2015 Q3	$10.4K	Hold	346	–	–	﹤0.01%	877
2015 Q2	$11K	Buy	346 +46	+15%	+$1.51K	﹤0.01%	910
2015 Q1	$9.62K	Buy	+300	New	+$9.59K	﹤0.01%	886

Other funds holding FTEC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Winslow Evans & Crocker's FTEC Position: Q4 2017 in Review

Winslow Evans & Crocker sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2017, closing a stake of 100 shares — an estimated $4.62K sold.

Winslow Evans & Crocker first reported a position in FTEC in Q1 2015 and held it in 11 quarters. The position peaked at $11.5K in Q1 2016. 102 funds tracked by Wall St. Rank hold FTEC as of Q4 2017.

Winslow Evans & Crocker reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 100 Fidelity MSCI Information Technology Index ETF shares in Q4 2017, an estimated $4.62K.
Winslow Evans & Crocker first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2015 and held it in 11 quarters.
Winslow Evans & Crocker's Fidelity MSCI Information Technology Index ETF position peaked at $11.5K in Q1 2016.
102 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2017.

Based on Winslow Evans & Crocker's 13F filing for Q4 2017, filed 19 Jan 2018.