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MKD Wealth Coaches’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

MKD Wealth Coaches’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
-15,792
Closed -$701K – 44
2019
Q4 		$701K Sell
15,792
-168
-1% -$7.13K 0.6% 31
2019
Q3 		$649K Buy
15,960
+258
+2% +$10.4K 0.67% 28
2019
Q2 		$630K Buy
+15,702
New +$619K 0.56% 29

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 $1.97B AUM 20.77% 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

MKD Wealth Coaches's FNCL Position: Q1 2020 in Review

MKD Wealth Coaches sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2020, closing a stake of 15,792 shares — an estimated $701K sold.

MKD Wealth Coaches first reported a position in FNCL in Q2 2019 and held it in 3 quarters. The position peaked at $701K in Q4 2019. 132 funds tracked by Wall St. Rank hold FNCL as of Q1 2020.

  • MKD Wealth Coaches reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2020 after selling out during the quarter.
  • MKD Wealth Coaches sold 15,792 Fidelity MSCI Financials Index ETF shares in Q1 2020, an estimated $701K.
  • MKD Wealth Coaches first reported a position in Fidelity MSCI Financials Index ETF in Q2 2019 and held it in 3 quarters.
  • MKD Wealth Coaches's Fidelity MSCI Financials Index ETF position peaked at $701K in Q4 2019.
  • 132 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2020.

Based on MKD Wealth Coaches's 13F filing for Q1 2020, filed 12 May 2020.