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Kelly Financial Services’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Kelly Financial Services’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
2020
Q2 		– Sell
-326
Closed -$9.58K – 610
2020
Q1 		$9.58K Hold
326
– – 0.01% 215
2019
Q4 		$14.5K Hold
326
– – 0.01% 195
2019
Q3 		$13.3K Hold
326
– – 0.01% 194
2019
Q2 		$13.1K Hold
326
– – 0.01% 195
2019
Q1 		$12.2K Buy
+326
New +$12.3K 0.01% 200

Other funds holding FNCL

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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kelly Financial Services's FNCL Position: Q2 2020 in Review

Kelly Financial Services sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2020, closing a stake of 326 shares — an estimated $9.58K sold.

Kelly Financial Services first reported a position in FNCL in Q1 2019 and held it in 5 quarters. The position peaked at $14.5K in Q4 2019. 128 funds tracked by Wall St. Rank hold FNCL as of Q2 2020.

  • Kelly Financial Services reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2020 after selling out during the quarter.
  • Kelly Financial Services sold 326 Fidelity MSCI Financials Index ETF shares in Q2 2020, an estimated $9.58K.
  • Kelly Financial Services first reported a position in Fidelity MSCI Financials Index ETF in Q1 2019 and held it in 5 quarters.
  • Kelly Financial Services's Fidelity MSCI Financials Index ETF position peaked at $14.5K in Q4 2019.
  • 128 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2020.

Based on Kelly Financial Services's 13F filing for Q2 2020, filed 17 Jul 2024.