Efficient Market Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Efficient Market 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
2017 Q1	$20M	Buy	569,918 +27,667	+5%	+$982K	2.76%	15
2016 Q4	$18.8M	Buy	+542,251	New	+$17.2M	2.8%	15

Other funds holding FNCL

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

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

BFA

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BCI

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

Efficient Market Advisors's FNCL Position: Q1 2017 in Review

Efficient Market Advisors increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 5.1% in Q1 2017, buying an estimated $982K and bringing the position to 569,918 shares worth $20M. The position accounts for 2.76% of the portfolio, ranked #15.

Efficient Market Advisors first reported a position in FNCL in Q4 2016 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold FNCL as of Q1 2017.

Efficient Market Advisors held 569,918 shares of Fidelity MSCI Financials Index ETF worth $20M as of Q1 2017.
Efficient Market Advisors bought 27,667 Fidelity MSCI Financials Index ETF shares in Q1 2017, an estimated $982K.
Fidelity MSCI Financials Index ETF made up 2.76% of Efficient Market Advisors's portfolio in Q1 2017, its #15 holding.
Efficient Market Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2016 and has held it in 2 quarters since.
91 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.