Avantax Planning Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Avantax Planning Partners’s Portfolio FNCL Stock Details FNCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-7,013	Closed	-$206K	–	283
2020 Q1	$206K	Hold	7,013	–	–	0.01%	251
2019 Q4	$312K	Hold	7,013	–	–	0.02%	231
2019 Q3	$285K	Hold	7,013	–	–	0.02%	244
2019 Q2	$285K	Sell	7,013 -1,088	-13%	-$42.9K	0.02%	238
2019 Q1	$304K	Hold	8,101	–	–	0.02%	229
2018 Q4	$280K	Buy	+8,101	New	+$306K	0.02%	209

Other funds holding FNCL

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

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

FSC

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Avantax Planning Partners's FNCL Position: Q2 2020 in Review

Avantax Planning Partners sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2020, closing a stake of 7,013 shares — an estimated $206K sold.

Avantax Planning Partners first reported a position in FNCL in Q4 2018 and held it in 6 quarters. The position peaked at $312K in Q4 2019. 128 funds tracked by Wall St. Rank hold FNCL as of Q2 2020.

Avantax Planning Partners reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2020 after selling out during the quarter.
Avantax Planning Partners sold 7,013 Fidelity MSCI Financials Index ETF shares in Q2 2020, an estimated $206K.
Avantax Planning Partners first reported a position in Fidelity MSCI Financials Index ETF in Q4 2018 and held it in 6 quarters.
Avantax Planning Partners's Fidelity MSCI Financials Index ETF position peaked at $312K in Q4 2019.
128 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2020.

Based on Avantax Planning Partners's 13F filing for Q2 2020, filed 15 Jul 2020.