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

Paulson 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
Q1 		– Sell
-171
Closed -$7K – 251
2017
Q4 		$7K Buy
+171
New +$6.74K 0.01% 401

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Paulson Wealth Management's FNCL Position: Q1 2018 in Review

Paulson Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2018, closing a stake of 171 shares — an estimated $7K sold.

Paulson Wealth Management first reported a position in FNCL in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 137 funds tracked by Wall St. Rank hold FNCL as of Q1 2018.

  • Paulson Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 171 Fidelity MSCI Financials Index ETF shares in Q1 2018, an estimated $7K.
  • Paulson Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $7K in Q4 2017.
  • 137 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.