MIAN
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Mariner Independent Advisor Network’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Mariner Independent Advisor Network’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
2018
Q2 		– Sell
-27,578
Closed -$1.11M – 200
2018
Q1 		$1.11M Buy
27,578
+10,391
+60% +$436K 0.07% 205
2017
Q4 		$722K Buy
+17,187
New +$677K 0.08% 211
2017
Q2 		– Sell
-18,870
Closed -$943K – 235
2017
Q1 		$943K Buy
18,870
+8,399
+80% +$298K 0.11% 108
2016
Q4 		$362K Buy
+10,471
New +$333K 0.06% 140

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 $374B AUM 17.66% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return