Beaumont Asset Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Beaumont Asset 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
2020 Q2	–	Sell	-21,209	Closed	-$623K	–	56
2020 Q1	$623K	Sell	21,209 -1,377	-6%	-$54.6K	0.75%	33
2019 Q4	$1M	Buy	+22,586	New	+$959K	0.96%	31

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

Beaumont Asset Management's FNCL Position: Q2 2020 in Review

Beaumont Asset Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2020, closing a stake of 21,209 shares — an estimated $623K sold.

Beaumont Asset Management first reported a position in FNCL in Q4 2019 and held it in 2 quarters. The position peaked at $1M in Q4 2019. 128 funds tracked by Wall St. Rank hold FNCL as of Q2 2020.

Beaumont Asset Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2020 after selling out during the quarter.
Beaumont Asset Management sold 21,209 Fidelity MSCI Financials Index ETF shares in Q2 2020, an estimated $623K.
Beaumont Asset Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2019 and held it in 2 quarters.
Beaumont Asset Management's Fidelity MSCI Financials Index ETF position peaked at $1M in Q4 2019.
128 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2020.

Based on Beaumont Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.