FGC
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Financial Gravity Companies’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Financial Gravity Companies’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 		$15K Buy
+392
New +$14.8K 0.01% 514
2018
Q1 		$24K Buy
593
+166
+39% +$6.96K 0.02% 493
2017
Q4 		$18K Buy
+427
New +$16.8K 0.02% 493

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 22.9% 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

Financial Gravity Companies's FNCL Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q4 2018: 392 shares worth $15K. The stake represents 0.01% of the portfolio and ranks #514 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FNCL as recently as Q1 2018.

Financial Gravity Companies first reported a position in FNCL in Q4 2017 and has held it in 3 quarters since. The position peaked at $24K in Q1 2018. 128 funds tracked by Wall St. Rank hold FNCL as of Q4 2018.

  • Financial Gravity Companies held 392 shares of Fidelity MSCI Financials Index ETF worth $15K as of Q4 2018.
  • Fidelity MSCI Financials Index ETF was a new Financial Gravity Companies position in Q4 2018.
  • Fidelity MSCI Financials Index ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #514 holding.
  • Financial Gravity Companies first reported a position in Fidelity MSCI Financials Index ETF in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Fidelity MSCI Financials Index ETF position peaked at $24K in Q1 2018.
  • 128 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.