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KFA Private Wealth Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

KFA Private Wealth Group’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
Q1 		– Sell
-4,657
Closed -$207K – 51
2019
Q4 		$207K Buy
+4,657
New +$198K 0.19% 50

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

KFA Private Wealth Group's FNCL Position: Q1 2020 in Review

KFA Private Wealth Group sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2020, closing a stake of 4,657 shares — an estimated $207K sold.

KFA Private Wealth Group first reported a position in FNCL in Q4 2019 and held it in 1 quarter. The position peaked at $207K in Q4 2019. 132 funds tracked by Wall St. Rank hold FNCL as of Q1 2020.

  • KFA Private Wealth Group reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2020 after selling out during the quarter.
  • KFA Private Wealth Group sold 4,657 Fidelity MSCI Financials Index ETF shares in Q1 2020, an estimated $207K.
  • KFA Private Wealth Group first reported a position in Fidelity MSCI Financials Index ETF in Q4 2019 and held it in 1 quarter.
  • KFA Private Wealth Group's Fidelity MSCI Financials Index ETF position peaked at $207K in Q4 2019.
  • 132 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2020.

Based on KFA Private Wealth Group's 13F filing for Q1 2020, filed 23 Apr 2020.