BWM
FNCL icon

BNC Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

BNC Wealth 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
Q4 		– Sell
-14
Closed – – 235
2020
Q3 		$0 Buy
+14
New +$482 ﹤0.01% 517

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BNC Wealth Management's FNCL Position: Q4 2020 in Review

BNC Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2020, closing a stake of 14 shares.

BNC Wealth Management first reported a position in FNCL in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 142 funds tracked by Wall St. Rank hold FNCL as of Q4 2020.

  • BNC Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 14 Fidelity MSCI Financials Index ETF shares in Q4 2020.
  • BNC Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $0 in Q3 2020.
  • 142 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.