CMBA
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C.M. Bidwell & Associates’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

C.M. Bidwell & Associates’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
2017
Q3 		– Sell
-750
Closed -$27K – 330
2017
Q2 		$27K Buy
+750
New +$26.3K 0.01% 213

Other funds holding FNCL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Wells Fargo
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

C.M. Bidwell & Associates's FNCL Position: Q3 2017 in Review

C.M. Bidwell & Associates sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2017, closing a stake of 750 shares — an estimated $27K sold.

C.M. Bidwell & Associates first reported a position in FNCL in Q2 2017 and held it in 1 quarter. The position peaked at $27K in Q2 2017. 99 funds tracked by Wall St. Rank hold FNCL as of Q3 2017.

  • C.M. Bidwell & Associates reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2017 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 750 Fidelity MSCI Financials Index ETF shares in Q3 2017, an estimated $27K.
  • C.M. Bidwell & Associates first reported a position in Fidelity MSCI Financials Index ETF in Q2 2017 and held it in 1 quarter.
  • C.M. Bidwell & Associates's Fidelity MSCI Financials Index ETF position peaked at $27K in Q2 2017.
  • 99 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2017.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2017, filed 13 Nov 2017.