ML
FNCL icon

McAdam LLC’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

McAdam LLC’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
Q4 		– Sell
-42
Closed -$2K – 233
2018
Q3 		$2K Buy
+42
New +$1.73K ﹤0.01% 516

Other funds holding FNCL

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

McAdam LLC's FNCL Position: Q4 2018 in Review

McAdam LLC sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2018, closing a stake of 42 shares — an estimated $2K sold.

McAdam LLC first reported a position in FNCL in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 128 funds tracked by Wall St. Rank hold FNCL as of Q4 2018.

  • McAdam LLC reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 42 Fidelity MSCI Financials Index ETF shares in Q4 2018, an estimated $2K.
  • McAdam LLC first reported a position in Fidelity MSCI Financials Index ETF in Q3 2018 and held it in 1 quarter.
  • McAdam LLC's Fidelity MSCI Financials Index ETF position peaked at $2K in Q3 2018.
  • 128 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.