CWM
FNCL icon

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

Catamount 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
2017
Q1 		– Sell
-160
Closed -$6K – 174
2016
Q4 		$6K Buy
+160
New +$5.09K ﹤0.01% 131

Other funds holding FNCL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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 $1.05B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Catamount Wealth Management's FNCL Position: Q1 2017 in Review

Catamount Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2017, closing a stake of 160 shares — an estimated $6K sold.

Catamount Wealth Management first reported a position in FNCL in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 91 funds tracked by Wall St. Rank hold FNCL as of Q1 2017.

  • Catamount Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 160 Fidelity MSCI Financials Index ETF shares in Q1 2017, an estimated $6K.
  • Catamount Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2016 and held it in 1 quarter.
  • Catamount Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $6K in Q4 2016.
  • 91 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2017.

Based on Catamount Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.