Thompson Davis & Co’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Thompson Davis & Co’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 Q3	$7K	Buy	+165	New	+$6.78K	0.02%	515

Other funds holding FNCL

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Thompson Davis & Co's FNCL Position: Q3 2018 in Review

Thompson Davis & Co opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q3 2018: 165 shares worth $7K. The stake represents 0.02% of the portfolio and ranks #515 among its holdings.

150 funds tracked by Wall St. Rank hold FNCL as of Q3 2018.

Thompson Davis & Co held 165 shares of Fidelity MSCI Financials Index ETF worth $7K as of Q3 2018.
Fidelity MSCI Financials Index ETF was a new Thompson Davis & Co position in Q3 2018.
Fidelity MSCI Financials Index ETF made up 0.02% of Thompson Davis & Co's portfolio in Q3 2018, its #515 holding.
150 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2018.

Based on Thompson Davis & Co's 13F filing for Q3 2018, filed 14 Nov 2018.