WIA
FTEC icon

World Investment Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

World Investment Advisors’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
2019
Q4 		– Sell
-5,003
Closed -$319K – 169
2019
Q3 		$319K Sell
5,003
-14
-0.3% -$891 0.14% 96
2019
Q2 		$306K Buy
+5,017
New +$306K 0.14% 91

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $44.6B AUM 28.94% 1-Year Est. Return

World Investment Advisors's FTEC Position: Q4 2019 in Review

World Investment Advisors sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2019, closing a stake of 5,003 shares — an estimated $319K sold.

World Investment Advisors first reported a position in FTEC in Q2 2019 and held it in 2 quarters. The position peaked at $319K in Q3 2019. 206 funds tracked by Wall St. Rank hold FTEC as of Q4 2019.

  • World Investment Advisors reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2019 after selling out during the quarter.
  • World Investment Advisors sold 5,003 Fidelity MSCI Information Technology Index ETF shares in Q4 2019, an estimated $319K.
  • World Investment Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2019 and held it in 2 quarters.
  • World Investment Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $319K in Q3 2019.
  • 206 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2019.

Based on World Investment Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.