Pinnacle Advisory Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Pinnacle Advisory Group’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
2021 Q1	$23.4M	Buy	478,539 +102,585	+27%	+$4.74M	1.08%	37
2020 Q4	$15.9M	Sell	375,954 -2,171	-0.6%	-$83K	0.96%	34
2020 Q3	$12.8M	Buy	378,125 +5,670	+2%	+$195K	0.85%	33
2020 Q2	$12.3M	Buy	+372,455	New	+$12M	0.86%	34

Other funds holding FNCL

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Advisory Group's FNCL Position: Q1 2021 in Review

Pinnacle Advisory Group increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 27% in Q1 2021, buying an estimated $4.74M and bringing the position to 478,539 shares worth $23.4M. The position accounts for 1.08% of the portfolio, ranked #37.

Pinnacle Advisory Group first reported a position in FNCL in Q2 2020 and has held it in 4 quarters since. 168 funds tracked by Wall St. Rank hold FNCL as of Q1 2021.

Pinnacle Advisory Group held 478,539 shares of Fidelity MSCI Financials Index ETF worth $23.4M as of Q1 2021.
Pinnacle Advisory Group bought 102,585 Fidelity MSCI Financials Index ETF shares in Q1 2021, an estimated $4.74M.
Fidelity MSCI Financials Index ETF made up 1.08% of Pinnacle Advisory Group's portfolio in Q1 2021, its #37 holding.
Pinnacle Advisory Group first reported a position in Fidelity MSCI Financials Index ETF in Q2 2020 and has held it in 4 quarters since.
168 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.