Financial Partners Group (Kansas)’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Financial Partners Group (Kansas)’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 Q3	–	Sell	-60,767	Closed	-$2.44M	–	83
2019 Q2	$2.44M	Sell	60,767 -81,467	-57%	-$3.21M	1.14%	22
2019 Q1	$5.34M	Buy	142,234 +53	+0%	+$2K	2.89%	13
2018 Q4	$4.91M	Buy	142,181 +21,480	+18%	+$811K	3.2%	12
2018 Q3	$4.87M	Buy	120,701 +68,232	+130%	+$2.8M	3.17%	11
2018 Q2	$2.06M	Buy	52,469 +46,119	+726%	+$1.87M	1.51%	20
2018 Q1	$256K	Buy	+6,350	New	+$266K	0.2%	68

Other funds holding FNCL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Financial Partners Group (Kansas)'s FNCL Position: Q3 2019 in Review

Financial Partners Group (Kansas) sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2019, closing a stake of 60,767 shares — an estimated $2.44M sold.

Financial Partners Group (Kansas) first reported a position in FNCL in Q1 2018 and held it in 6 quarters. The position peaked at $5.34M in Q1 2019. 126 funds tracked by Wall St. Rank hold FNCL as of Q3 2019.

Financial Partners Group (Kansas) reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2019 after selling out during the quarter.
Financial Partners Group (Kansas) sold 60,767 Fidelity MSCI Financials Index ETF shares in Q3 2019, an estimated $2.44M.
Financial Partners Group (Kansas) first reported a position in Fidelity MSCI Financials Index ETF in Q1 2018 and held it in 6 quarters.
Financial Partners Group (Kansas)'s Fidelity MSCI Financials Index ETF position peaked at $5.34M in Q1 2019.
126 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2019.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2019, filed 12 Nov 2019.