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RWA Wealth Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

RWA Wealth Partners’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
Q2 		– Sell
-125
Closed -$5K – 813
2018
Q1 		$5K Buy
+125
New +$5.25K ﹤0.01% 489

Other funds holding FNCL

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RWA Wealth Partners's FNCL Position: Q2 2018 in Review

RWA Wealth Partners sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2018, closing a stake of 125 shares — an estimated $5K sold.

RWA Wealth Partners first reported a position in FNCL in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 145 funds tracked by Wall St. Rank hold FNCL as of Q2 2018.

  • RWA Wealth Partners reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 125 Fidelity MSCI Financials Index ETF shares in Q2 2018, an estimated $5K.
  • RWA Wealth Partners first reported a position in Fidelity MSCI Financials Index ETF in Q1 2018 and held it in 1 quarter.
  • RWA Wealth Partners's Fidelity MSCI Financials Index ETF position peaked at $5K in Q1 2018.
  • 145 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2018.

Based on RWA Wealth Partners's 13F filing for Q2 2018, filed 2 Aug 2018.