KCM
FNCL icon

Karp Capital Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Karp Capital Management’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
-129,705
Closed -$5.2M – 102
2019
Q2 		$5.2M Buy
+129,705
New +$5.12M 1.65% 24

Other funds holding FNCL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Bank of America
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Karp Capital Management's FNCL Position: Q3 2019 in Review

Karp Capital Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2019, closing a stake of 129,705 shares — an estimated $5.2M sold.

Karp Capital Management first reported a position in FNCL in Q2 2019 and held it in 1 quarter. The position peaked at $5.2M in Q2 2019. 126 funds tracked by Wall St. Rank hold FNCL as of Q3 2019.

  • Karp Capital Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2019 after selling out during the quarter.
  • Karp Capital Management sold 129,705 Fidelity MSCI Financials Index ETF shares in Q3 2019, an estimated $5.2M.
  • Karp Capital Management first reported a position in Fidelity MSCI Financials Index ETF in Q2 2019 and held it in 1 quarter.
  • Karp Capital Management's Fidelity MSCI Financials Index ETF position peaked at $5.2M in Q2 2019.
  • 126 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2019.

Based on Karp Capital Management's 13F filing for Q3 2019, filed 4 Nov 2019.