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

Parisi Gray 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
2018
Q2 		– Sell
-296
Closed -$12K – 618
2018
Q1 		$12K Buy
+296
New +$12.4K 0.01% 406

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 $424B AUM 22.9% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Parisi Gray Wealth Management's FNCL Position: Q2 2018 in Review

Parisi Gray Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2018, closing a stake of 296 shares — an estimated $12K sold.

Parisi Gray Wealth Management first reported a position in FNCL in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 145 funds tracked by Wall St. Rank hold FNCL as of Q2 2018.

  • Parisi Gray Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 296 Fidelity MSCI Financials Index ETF shares in Q2 2018, an estimated $12K.
  • Parisi Gray Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q1 2018 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $12K in Q1 2018.
  • 145 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.