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Beese Fulmer Investment Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Beese Fulmer 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
2020
Q3 		– Sell
-315
Closed -$10K – 320
2020
Q2 		$10K Buy
+315
New +$10.1K ﹤0.01% 471

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Beese Fulmer Investment Management's FNCL Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2020, closing a stake of 315 shares — an estimated $10K sold.

Beese Fulmer Investment Management first reported a position in FNCL in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 130 funds tracked by Wall St. Rank hold FNCL as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 315 Fidelity MSCI Financials Index ETF shares in Q3 2020, an estimated $10K.
  • Beese Fulmer Investment Management first reported a position in Fidelity MSCI Financials Index ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Fidelity MSCI Financials Index ETF position peaked at $10K in Q2 2020.
  • 130 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.