EFSCE
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Enterprise Financial Services Corp (EFSC)’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2020
Q2 		– Sell
-2,300
Closed -$68K – 1305
2020
Q1 		$68K Hold
2,300
– – 0.02% 311
2019
Q4 		$102K Buy
+2,300
New +$97.6K 0.02% 293

Other funds holding FNCL

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PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s FNCL Position: Q2 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2020, closing a stake of 2,300 shares — an estimated $68K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in FNCL in Q4 2019 and held it in 2 quarters. The position peaked at $102K in Q4 2019. 128 funds tracked by Wall St. Rank hold FNCL as of Q2 2020.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2020 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 2,300 Fidelity MSCI Financials Index ETF shares in Q2 2020, an estimated $68K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Fidelity MSCI Financials Index ETF in Q4 2019 and held it in 2 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Fidelity MSCI Financials Index ETF position peaked at $102K in Q4 2019.
  • 128 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2020, filed 4 Aug 2020.