CA
FNCL icon

Calton & Associates’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Calton & 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
2018
Q1 		– Sell
-2,521
Closed -$109K – 663
2017
Q4 		$109K Buy
+2,521
New +$99.4K 0.03% 469

Other funds holding FNCL

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
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
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Calton & Associates's FNCL Position: Q1 2018 in Review

Calton & Associates sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2018, closing a stake of 2,521 shares — an estimated $109K sold.

Calton & Associates first reported a position in FNCL in Q4 2017 and held it in 1 quarter. The position peaked at $109K in Q4 2017. 137 funds tracked by Wall St. Rank hold FNCL as of Q1 2018.

  • Calton & Associates reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,521 Fidelity MSCI Financials Index ETF shares in Q1 2018, an estimated $109K.
  • Calton & Associates first reported a position in Fidelity MSCI Financials Index ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Fidelity MSCI Financials Index ETF position peaked at $109K in Q4 2017.
  • 137 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.