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 $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return