WEC
FTEC icon

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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return