Wealthspire Advisors (Maryland)’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Wealthspire Advisors (Maryland)’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 Q1	–	Sell	-400	Closed	-$14K	–	2512
2018 Q4	$14K	Hold	400	–	–	﹤0.01%	1340
2018 Q3	$16K	Hold	400	–	–	﹤0.01%	1386
2018 Q2	$16K	Sell	400 -100	-20%	-$4.06K	﹤0.01%	1393
2018 Q1	$20K	Hold	500	–	–	﹤0.01%	1296
2017 Q4	$20K	Buy	+500	New	+$19.7K	﹤0.01%	1326

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

BFA

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FNCL Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2019, closing a stake of 400 shares — an estimated $14K sold.

Wealthspire Advisors (Maryland) first reported a position in FNCL in Q4 2017 and held it in 5 quarters. The position peaked at $20K in Q1 2018. 126 funds tracked by Wall St. Rank hold FNCL as of Q1 2019.

Wealthspire Advisors (Maryland) reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 400 Fidelity MSCI Financials Index ETF shares in Q1 2019, an estimated $14K.
Wealthspire Advisors (Maryland) first reported a position in Fidelity MSCI Financials Index ETF in Q4 2017 and held it in 5 quarters.
Wealthspire Advisors (Maryland)'s Fidelity MSCI Financials Index ETF position peaked at $20K in Q1 2018.
126 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.