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

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

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management

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

Commonwealth Equity Services

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

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

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return