Wealthcare Advisory Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Wealthcare Advisory Partners’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	-1,000	Closed	-$38K	–	1327
2019 Q1	$38K	Sell	1,000 -620	-38%	-$23.4K	0.01%	521
2018 Q4	$56K	Hold	1,620	–	–	0.01%	408
2018 Q3	$65K	Hold	1,620	–	–	0.01%	415
2018 Q2	$64K	Buy	1,620 +1,000	+161%	+$40.6K	0.01%	418
2018 Q1	$25K	Hold	620	–	–	0.01%	545
2017 Q4	$25K	Buy	+620	New	+$24.4K	0.01%	493

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

Wealthcare Advisory Partners's FNCL Position: Q2 2019 in Review

Wealthcare Advisory Partners sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2019, closing a stake of 1,000 shares — an estimated $38K sold.

Wealthcare Advisory Partners first reported a position in FNCL in Q4 2017 and held it in 6 quarters. The position peaked at $65K in Q3 2018. 128 funds tracked by Wall St. Rank hold FNCL as of Q2 2019.

Wealthcare Advisory Partners reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,000 Fidelity MSCI Financials Index ETF shares in Q2 2019, an estimated $38K.
Wealthcare Advisory Partners first reported a position in Fidelity MSCI Financials Index ETF in Q4 2017 and held it in 6 quarters.
Wealthcare Advisory Partners's Fidelity MSCI Financials Index ETF position peaked at $65K in Q3 2018.
128 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2019, filed 30 Jul 2019.