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CMC Financial Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

CMC Financial Group’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
2021
Q3 		– Sell
-53,875
Closed -$2.82M – 28
2021
Q2 		$2.82M Buy
+53,875
New +$2.82M 1.61% 9

Other funds holding FNCL

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Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

CMC Financial Group's FNCL Position: Q3 2021 in Review

CMC Financial Group sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2021, closing a stake of 53,875 shares — an estimated $2.82M sold.

CMC Financial Group first reported a position in FNCL in Q2 2021 and held it in 1 quarter. The position peaked at $2.82M in Q2 2021. 185 funds tracked by Wall St. Rank hold FNCL as of Q3 2021.

  • CMC Financial Group reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2021 after selling out during the quarter.
  • CMC Financial Group sold 53,875 Fidelity MSCI Financials Index ETF shares in Q3 2021, an estimated $2.82M.
  • CMC Financial Group first reported a position in Fidelity MSCI Financials Index ETF in Q2 2021 and held it in 1 quarter.
  • CMC Financial Group's Fidelity MSCI Financials Index ETF position peaked at $2.82M in Q2 2021.
  • 185 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2021.

Based on CMC Financial Group's 13F filing for Q3 2021, filed 21 Oct 2021.