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Hobart Private Capital’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Hobart Private Capital’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
Q2 		– Sell
-6,066
Closed -$228K – 155
2019
Q1 		$228K Buy
+6,066
New +$229K 0.17% 146

Other funds holding FNCL

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Hobart Private Capital's FNCL Position: Q2 2019 in Review

Hobart Private Capital sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2019, closing a stake of 6,066 shares — an estimated $228K sold.

Hobart Private Capital first reported a position in FNCL in Q1 2019 and held it in 1 quarter. The position peaked at $228K in Q1 2019. 128 funds tracked by Wall St. Rank hold FNCL as of Q2 2019.

  • Hobart Private Capital reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2019 after selling out during the quarter.
  • Hobart Private Capital sold 6,066 Fidelity MSCI Financials Index ETF shares in Q2 2019, an estimated $228K.
  • Hobart Private Capital first reported a position in Fidelity MSCI Financials Index ETF in Q1 2019 and held it in 1 quarter.
  • Hobart Private Capital's Fidelity MSCI Financials Index ETF position peaked at $228K in Q1 2019.
  • 128 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2019.

Based on Hobart Private Capital's 13F filing for Q2 2019, filed 11 Mar 2024.