SXL
FNCL icon

Summit X LLC’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Summit X LLC’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
-9,747
Closed -$434K – 223
2019
Q4 		$434K Sell
9,747
-385
-4% -$16.3K 0.16% 149
2019
Q3 		$413K Sell
10,132
-433
-4% -$17.4K 0.17% 155
2019
Q2 		$420K Buy
10,565
+336
+3% +$13.3K 0.17% 147
2019
Q1 		$384K Buy
+10,229
New +$386K 0.16% 156

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
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
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
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

Summit X LLC's FNCL Position: Q1 2020 in Review

Summit X LLC sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2020, closing a stake of 9,747 shares — an estimated $434K sold.

Summit X LLC first reported a position in FNCL in Q1 2019 and held it in 4 quarters. The position peaked at $434K in Q4 2019. 132 funds tracked by Wall St. Rank hold FNCL as of Q1 2020.

  • Summit X LLC reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2020 after selling out during the quarter.
  • Summit X LLC sold 9,747 Fidelity MSCI Financials Index ETF shares in Q1 2020, an estimated $434K.
  • Summit X LLC first reported a position in Fidelity MSCI Financials Index ETF in Q1 2019 and held it in 4 quarters.
  • Summit X LLC's Fidelity MSCI Financials Index ETF position peaked at $434K in Q4 2019.
  • 132 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2020.

Based on Summit X LLC's 13F filing for Q1 2020, filed 13 May 2020.