Vigilant Capital Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Vigilant Capital 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
2019 Q2	–	Sell	-222	Closed	-$8K	–	444
2019 Q1	$8K	Hold	222	–	–	﹤0.01%	361
2018 Q4	$8K	Sell	222 -939	-81%	-$35.5K	﹤0.01%	377
2018 Q3	$47K	Buy	+1,161	New	+$47.7K	0.01%	278

Other funds holding FNCL

CSIA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Vigilant Capital Management's FNCL Position: Q2 2019 in Review

Vigilant Capital Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2019, closing a stake of 222 shares — an estimated $8K sold.

Vigilant Capital Management first reported a position in FNCL in Q3 2018 and held it in 3 quarters. The position peaked at $47K in Q3 2018. 128 funds tracked by Wall St. Rank hold FNCL as of Q2 2019.

Vigilant Capital Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2019 after selling out during the quarter.
Vigilant Capital Management sold 222 Fidelity MSCI Financials Index ETF shares in Q2 2019, an estimated $8K.
Vigilant Capital Management first reported a position in Fidelity MSCI Financials Index ETF in Q3 2018 and held it in 3 quarters.
Vigilant Capital Management's Fidelity MSCI Financials Index ETF position peaked at $47K in Q3 2018.
128 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2019.

Based on Vigilant Capital Management's 13F filing for Q2 2019, filed 18 Jul 2019.