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

Cypress Wealth 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
2018
Q4 		– Sell
-7,245
Closed -$292K – 79
2018
Q3 		$292K Buy
+7,245
New +$298K 0.31% 65

Other funds holding FNCL

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Cypress Wealth Advisors's FNCL Position: Q4 2018 in Review

Cypress Wealth Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2018, closing a stake of 7,245 shares — an estimated $292K sold.

Cypress Wealth Advisors first reported a position in FNCL in Q3 2018 and held it in 1 quarter. The position peaked at $292K in Q3 2018. 128 funds tracked by Wall St. Rank hold FNCL as of Q4 2018.

  • Cypress Wealth Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2018 after selling out during the quarter.
  • Cypress Wealth Advisors sold 7,245 Fidelity MSCI Financials Index ETF shares in Q4 2018, an estimated $292K.
  • Cypress Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q3 2018 and held it in 1 quarter.
  • Cypress Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $292K in Q3 2018.
  • 128 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2018.

Based on Cypress Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.