AIM
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Axiom Investment Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Axiom Investment Management’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
2019
Q3 		– Sell
-10,500
Closed -$421K – 299
2019
Q2 		$421K Hold
10,500
– – 0.08% 237
2019
Q1 		$394K Hold
10,500
– – 0.07% 244
2018
Q4 		$363K Buy
+10,500
New +$397K 0.08% 229

Other funds holding FNCL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Axiom Investment Management's FNCL Position: Q3 2019 in Review

Axiom Investment Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2019, closing a stake of 10,500 shares — an estimated $421K sold.

Axiom Investment Management first reported a position in FNCL in Q4 2018 and held it in 3 quarters. The position peaked at $421K in Q2 2019. 126 funds tracked by Wall St. Rank hold FNCL as of Q3 2019.

  • Axiom Investment Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2019 after selling out during the quarter.
  • Axiom Investment Management sold 10,500 Fidelity MSCI Financials Index ETF shares in Q3 2019, an estimated $421K.
  • Axiom Investment Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2018 and held it in 3 quarters.
  • Axiom Investment Management's Fidelity MSCI Financials Index ETF position peaked at $421K in Q2 2019.
  • 126 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.