Raab & Moskowitz Asset Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Raab & Moskowitz Asset 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
2020 Q1	–	Sell	-51	Closed	-$2K	–	269
2019 Q4	$2K	Buy	+51	New	+$2.17K	﹤0.01%	499
2018 Q4	–	Sell	-51	Closed	-$2K	–	275
2018 Q3	$2K	Buy	+51	New	+$2.1K	﹤0.01%	507

Other funds holding FNCL

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

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

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Raab & Moskowitz Asset Management's FNCL Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2020, closing a stake of 51 shares — an estimated $2K sold.

Raab & Moskowitz Asset Management first reported a position in FNCL in Q3 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 132 funds tracked by Wall St. Rank hold FNCL as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 51 Fidelity MSCI Financials Index ETF shares in Q1 2020, an estimated $2K.
Raab & Moskowitz Asset Management first reported a position in Fidelity MSCI Financials Index ETF in Q3 2018 and held it in 2 quarters.
Raab & Moskowitz Asset Management's Fidelity MSCI Financials Index ETF position peaked at $2K in Q4 2019.
132 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.