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Claro Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Claro Advisors’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
Q1 		– Sell
-2,811
Closed -$113K – 441
2018
Q4 		$113K Buy
+2,811
New +$106K 0.09% 208

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 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Claro Advisors's FNCL Position: Q1 2019 in Review

Claro Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2019, closing a stake of 2,811 shares — an estimated $113K sold.

Claro Advisors first reported a position in FNCL in Q4 2018 and held it in 1 quarter. The position peaked at $113K in Q4 2018. 126 funds tracked by Wall St. Rank hold FNCL as of Q1 2019.

  • Claro Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 2,811 Fidelity MSCI Financials Index ETF shares in Q1 2019, an estimated $113K.
  • Claro Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Fidelity MSCI Financials Index ETF position peaked at $113K in Q4 2018.
  • 126 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.