RCA
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Rowland Carmichael Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Rowland Carmichael Advisors’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
Q4 		– Sell
-12,956
Closed -$523K – 324
2018
Q3 		$523K Buy
12,956
+205
+2% +$8.42K 0.2% 127
2018
Q2 		$500K Sell
12,751
-1
-0% -$41 0.21% 124
2018
Q1 		$515K Sell
12,752
-716
-5% -$30K 0.28% 108
2017
Q4 		$549K Sell
13,468
-311
-2% -$12.3K 0.28% 112
2017
Q3 		$523K Buy
13,779
+75
+0.5% +$2.75K 0.29% 114
2017
Q2 		$498K Sell
13,704
-160
-1% -$5.62K 0.29% 111
2017
Q1 		$487K Sell
13,864
-201
-1% -$7.13K 0.3% 110
2016
Q4 		$486K Buy
+14,065
New +$447K 0.29% 114

Other funds holding FNCL

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return