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UBS’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

UBS’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
2014
Q3 		$24K Hold
875
– – ﹤0.01% 7755
2014
Q2 		$24K Buy
+875
New +$23.1K ﹤0.01% 7838

Other funds holding FNCL

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS's FNCL Position: Q3 2014 in Review

UBS held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q3 2014 at 875 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #7755.

UBS first reported a position in FNCL in Q2 2014 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold FNCL as of Q3 2014.

  • UBS held 875 shares of Fidelity MSCI Financials Index ETF worth $24K as of Q3 2014.
  • UBS left its Fidelity MSCI Financials Index ETF share count unchanged in Q3 2014.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7755 holding.
  • UBS first reported a position in Fidelity MSCI Financials Index ETF in Q2 2014 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.