Credit Suisse’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Credit Suisse’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 Q1	–	Sell	-30,106	Closed	-$1.27M	–	4384
2020 Q4	$1.27M	Sell	30,106 -1,908	-6%	-$72.9K	﹤0.01%	3151
2020 Q3	$1.08M	Sell	32,014 -1,372	-4%	-$47.2K	﹤0.01%	2866
2020 Q2	$1.11M	Sell	33,386 -3,875	-10%	-$125K	﹤0.01%	2818
2020 Q1	$1.09M	Buy	+37,261	New	+$1.48M	﹤0.01%	2585
2019 Q4	–	Sell	-6,705	Closed	-$273K	–	4221
2019 Q3	$273K	Sell	6,705 -4,680	-41%	-$188K	﹤0.01%	3741
2019 Q2	$457K	Buy	11,385 +2,271	+25%	+$89.6K	﹤0.01%	3463
2019 Q1	$342K	Sell	9,114 -4,497	-33%	-$170K	﹤0.01%	3544
2018 Q4	$470K	Buy	+13,611	New	+$514K	﹤0.01%	3293

Other funds holding FNCL

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

FSC

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Credit Suisse's FNCL Position: Q1 2021 in Review

Credit Suisse sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2021, closing a stake of 30,106 shares — an estimated $1.27M sold.

Credit Suisse first reported a position in FNCL in Q4 2018 and held it in 8 quarters. The position peaked at $1.27M in Q4 2020. 167 funds tracked by Wall St. Rank hold FNCL as of Q1 2021.

Credit Suisse reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2021 after selling out during the quarter.
Credit Suisse sold 30,106 Fidelity MSCI Financials Index ETF shares in Q1 2021, an estimated $1.27M.
Credit Suisse first reported a position in Fidelity MSCI Financials Index ETF in Q4 2018 and held it in 8 quarters.
Credit Suisse's Fidelity MSCI Financials Index ETF position peaked at $1.27M in Q4 2020.
167 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2021.

Based on Credit Suisse's 13F filing for Q1 2021, filed 14 May 2021.