Eaton Vance Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Eaton Vance 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
2022 Q1	–	Sell	-2,500	Closed	-$140K	–	2126
2021 Q4	$140K	Hold	2,500	–	–	﹤0.01%	1700
2021 Q3	$0	Buy	+2,500	New	+$133K	﹤0.01%	2250
2021 Q2	–	Sell	-2,500	Closed	-$122K	–	2883
2021 Q1	$122K	Buy	+2,500	New	+$115K	﹤0.01%	1560

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 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

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

Eaton Vance Management's FNCL Position: Q1 2022 in Review

Eaton Vance Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2022, closing a stake of 2,500 shares — an estimated $140K sold.

Eaton Vance Management first reported a position in FNCL in Q1 2021 and held it in 3 quarters. The position peaked at $140K in Q4 2021. 196 funds tracked by Wall St. Rank hold FNCL as of Q1 2022.

Eaton Vance Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2022 after selling out during the quarter.
Eaton Vance Management sold 2,500 Fidelity MSCI Financials Index ETF shares in Q1 2022, an estimated $140K.
Eaton Vance Management first reported a position in Fidelity MSCI Financials Index ETF in Q1 2021 and held it in 3 quarters.
Eaton Vance Management's Fidelity MSCI Financials Index ETF position peaked at $140K in Q4 2021.
196 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.