YorkBridge Wealth Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-1,625	Closed	-$101K	–	350
2019 Q2	$101K	Hold	1,625	–	–	0.04%	284
2019 Q1	$96K	Sell	1,625 -375	-19%	-$20.6K	0.04%	281
2018 Q4	$98K	Hold	2,000	–	–	0.05%	248
2018 Q3	$121K	Hold	2,000	–	–	0.06%	252
2018 Q2	$111K	Hold	2,000	–	–	0.05%	275
2018 Q1	$106K	Hold	2,000	–	–	0.05%	286
2017 Q4	$100K	Sell	2,000 -700	-26%	-$34.5K	0.05%	291
2017 Q3	$125K	Sell	2,700 -300	-10%	-$13.5K	0.06%	231
2017 Q2	$127K	Hold	3,000	–	–	0.07%	225
2017 Q1	$128K	Hold	3,000	–	–	0.07%	214
2016 Q4	$111K	Buy	+3,000	New	+$110K	0.07%	227

Other funds holding FTEC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

BFA

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

YorkBridge Wealth Partners's FTEC Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2019, closing a stake of 1,625 shares — an estimated $101K sold.

YorkBridge Wealth Partners first reported a position in FTEC in Q4 2016 and held it in 11 quarters. The position peaked at $128K in Q1 2017. 164 funds tracked by Wall St. Rank hold FTEC as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,625 Fidelity MSCI Information Technology Index ETF shares in Q3 2019, an estimated $101K.
YorkBridge Wealth Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Fidelity MSCI Information Technology Index ETF position peaked at $128K in Q1 2017.
164 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.