PD
FNCL icon

Planning Directions’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Planning Directions’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
Q2 		– Sell
-7,721
Closed -$227K – 72
2020
Q1 		$227K Buy
+7,721
New +$306K 0.32% 57

Other funds holding FNCL

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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Planning Directions's FNCL Position: Q2 2020 in Review

Planning Directions sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2020, closing a stake of 7,721 shares — an estimated $227K sold.

Planning Directions first reported a position in FNCL in Q1 2020 and held it in 1 quarter. The position peaked at $227K in Q1 2020. 128 funds tracked by Wall St. Rank hold FNCL as of Q2 2020.

  • Planning Directions reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2020 after selling out during the quarter.
  • Planning Directions sold 7,721 Fidelity MSCI Financials Index ETF shares in Q2 2020, an estimated $227K.
  • Planning Directions first reported a position in Fidelity MSCI Financials Index ETF in Q1 2020 and held it in 1 quarter.
  • Planning Directions's Fidelity MSCI Financials Index ETF position peaked at $227K in Q1 2020.
  • 128 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2020.

Based on Planning Directions's 13F filing for Q2 2020, filed 21 Jul 2020.