Cascadia Advisory Services’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Cascadia Advisory Services’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
2019 Q4	$923K	Buy	+20,789	New	+$882K	0.26%	97

Other funds holding FNCL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Cascadia Advisory Services's FNCL Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q4 2019: 20,789 shares worth $923K. The stake represents 0.26% of the portfolio and ranks #97 among its holdings.

147 funds tracked by Wall St. Rank hold FNCL as of Q4 2019.

Cascadia Advisory Services held 20,789 shares of Fidelity MSCI Financials Index ETF worth $923K as of Q4 2019.
Fidelity MSCI Financials Index ETF was a new Cascadia Advisory Services position in Q4 2019.
Fidelity MSCI Financials Index ETF made up 0.26% of Cascadia Advisory Services's portfolio in Q4 2019, its #97 holding.
147 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.