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Sonora Investment Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Sonora Investment 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
Q2 		– Sell
-145
Closed -$4K – 1806
2020
Q1 		$4K Hold
145
– – ﹤0.01% 1334
2019
Q4 		$6K Sell
145
-76
-34% -$3.23K ﹤0.01% 1346
2019
Q3 		$9K Buy
+221
New +$8.87K ﹤0.01% 1264

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

Sonora Investment Management's FNCL Position: Q2 2020 in Review

Sonora Investment Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2020, closing a stake of 145 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in FNCL in Q3 2019 and held it in 3 quarters. The position peaked at $9K in Q3 2019. 128 funds tracked by Wall St. Rank hold FNCL as of Q2 2020.

  • Sonora Investment Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2020 after selling out during the quarter.
  • Sonora Investment Management sold 145 Fidelity MSCI Financials Index ETF shares in Q2 2020, an estimated $4K.
  • Sonora Investment Management first reported a position in Fidelity MSCI Financials Index ETF in Q3 2019 and held it in 3 quarters.
  • Sonora Investment Management's Fidelity MSCI Financials Index ETF position peaked at $9K in Q3 2019.
  • 128 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2020.

Based on Sonora Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.