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Wagner Wealth Management (South Carolina)’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$2K Hold
46
– – ﹤0.01% 554
2018
Q2 		$2K Buy
46
+1
+2% +$41 ﹤0.01% 521
2018
Q1 		$2K Hold
45
– – ﹤0.01% 475
2017
Q4 		$2K Buy
+45
New +$1.77K ﹤0.01% 648

Other funds holding FNCL

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s FNCL Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q3 2018 at 46 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Wagner Wealth Management (South Carolina) first reported a position in FNCL in Q4 2017 and has held it in 4 quarters since. 150 funds tracked by Wall St. Rank hold FNCL as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 46 shares of Fidelity MSCI Financials Index ETF worth $2K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Fidelity MSCI Financials Index ETF share count unchanged in Q3 2018.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #554 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Fidelity MSCI Financials Index ETF in Q4 2017 and has held it in 4 quarters since.
  • 150 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.