Destination Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Destination Wealth Management’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	-238	Closed	-$8K	–	688
2018 Q4	$8K	Sell	238 -703	-75%	-$26.6K	﹤0.01%	421
2018 Q3	$38K	Buy	+941	New	+$38.7K	﹤0.01%	328
2018 Q2	–	Sell	-14	Closed	-$1K	–	557
2018 Q1	$1K	Buy	+14	New	+$587	﹤0.01%	538

Other funds holding FNCL

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Destination Wealth Management's FNCL Position: Q1 2019 in Review

Destination Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2019, closing a stake of 238 shares — an estimated $8K sold.

Destination Wealth Management first reported a position in FNCL in Q1 2018 and held it in 3 quarters. The position peaked at $38K in Q3 2018. 126 funds tracked by Wall St. Rank hold FNCL as of Q1 2019.

Destination Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2019 after selling out during the quarter.
Destination Wealth Management sold 238 Fidelity MSCI Financials Index ETF shares in Q1 2019, an estimated $8K.
Destination Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q1 2018 and held it in 3 quarters.
Destination Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $38K in Q3 2018.
126 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2019.

Based on Destination Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.