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Foundations Investment Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Foundations Investment 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
2018
Q4 		– Sell
-41,837
Closed -$1.69M – 113
2018
Q3 		$1.69M Buy
+41,837
New +$1.72M 0.41% 35

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

Foundations Investment Advisors's FNCL Position: Q4 2018 in Review

Foundations Investment Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2018, closing a stake of 41,837 shares — an estimated $1.69M sold.

Foundations Investment Advisors first reported a position in FNCL in Q3 2018 and held it in 1 quarter. The position peaked at $1.69M in Q3 2018. 128 funds tracked by Wall St. Rank hold FNCL as of Q4 2018.

  • Foundations Investment Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2018 after selling out during the quarter.
  • Foundations Investment Advisors sold 41,837 Fidelity MSCI Financials Index ETF shares in Q4 2018, an estimated $1.69M.
  • Foundations Investment Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q3 2018 and held it in 1 quarter.
  • Foundations Investment Advisors's Fidelity MSCI Financials Index ETF position peaked at $1.69M in Q3 2018.
  • 128 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2018.

Based on Foundations Investment Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.