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

Rehmann Capital 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
2022 Q1	–	Sell	-3,840	Closed	-$215K	–	550
2021 Q4	$215K	Buy	3,840 +14	+0.4%	+$790	0.02%	513
2021 Q3	$205K	Buy	+3,826	New	+$204K	0.02%	526
2019 Q3	–	Sell	-3,330	Closed	-$134K	–	1818
2019 Q2	$134K	Sell	3,330 -1,090	-25%	-$43K	0.02%	526
2019 Q1	$166K	Buy	+4,420	New	+$167K	0.02%	455
2018 Q4	–	Sell	-25,036	Closed	-$1.01M	–	1927
2018 Q3	$1.01M	Sell	25,036 -3,114	-11%	-$128K	0.14%	126
2018 Q2	$1.1M	Sell	28,150 -6,719	-19%	-$272K	0.16%	110
2018 Q1	$1.41M	Sell	34,869 -31,838	-48%	-$1.34M	0.22%	87
2017 Q4	$2.72M	Buy	66,707 +8,430	+14%	+$332K	0.46%	41
2017 Q3	$2.21M	Buy	58,277 +7,628	+15%	+$280K	0.4%	52
2017 Q2	$1.84M	Buy	50,649 +35,279	+230%	+$1.24M	0.35%	56
2017 Q1	$540K	Buy	+15,370	New	+$545K	0.09%	184

Other funds holding FNCL

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

FSC

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

KAS

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Rehmann Capital Advisory Group's FNCL Position: Q1 2022 in Review

Rehmann Capital Advisory Group sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2022, closing a stake of 3,840 shares — an estimated $215K sold.

Rehmann Capital Advisory Group first reported a position in FNCL in Q1 2017 and held it in 11 quarters. The position peaked at $2.72M in Q4 2017. 196 funds tracked by Wall St. Rank hold FNCL as of Q1 2022.

Rehmann Capital Advisory Group reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2022 after selling out during the quarter.
Rehmann Capital Advisory Group sold 3,840 Fidelity MSCI Financials Index ETF shares in Q1 2022, an estimated $215K.
Rehmann Capital Advisory Group first reported a position in Fidelity MSCI Financials Index ETF in Q1 2017 and held it in 11 quarters.
Rehmann Capital Advisory Group's Fidelity MSCI Financials Index ETF position peaked at $2.72M in Q4 2017.
196 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2022.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2022, filed 3 Jun 2022.