Liberty Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Liberty Wealth 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
2020 Q3	–	Sell	-345	Closed	-$11K	–	886
2020 Q2	$11K	Hold	345	–	–	0.01%	468
2020 Q1	$10K	Hold	345	–	–	0.01%	457
2019 Q4	$15K	Hold	345	–	–	0.01%	458
2019 Q3	$14K	Hold	345	–	–	0.01%	453
2019 Q2	$14K	Hold	345	–	–	0.01%	465
2019 Q1	$12K	Hold	345	–	–	0.01%	407
2018 Q4	$11K	Buy	+345	New	+$13K	0.01%	411

Other funds holding FNCL

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Liberty Wealth Management's FNCL Position: Q3 2020 in Review

Liberty Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2020, closing a stake of 345 shares — an estimated $11K sold.

Liberty Wealth Management first reported a position in FNCL in Q4 2018 and held it in 7 quarters. The position peaked at $15K in Q4 2019. 129 funds tracked by Wall St. Rank hold FNCL as of Q3 2020.

Liberty Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2020 after selling out during the quarter.
Liberty Wealth Management sold 345 Fidelity MSCI Financials Index ETF shares in Q3 2020, an estimated $11K.
Liberty Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2018 and held it in 7 quarters.
Liberty Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $15K in Q4 2019.
129 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.