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Wilbanks Smith & Thomas Asset Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-1,124
Closed -$45K – 694
2018
Q3 		$45K Buy
+1,124
New +$46.2K ﹤0.01% 702

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's FNCL Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2018, closing a stake of 1,124 shares — an estimated $45K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in FNCL in Q3 2018 and held it in 1 quarter. The position peaked at $45K in Q3 2018. 128 funds tracked by Wall St. Rank hold FNCL as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,124 Fidelity MSCI Financials Index ETF shares in Q4 2018, an estimated $45K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Fidelity MSCI Financials Index ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Fidelity MSCI Financials Index ETF position peaked at $45K in Q3 2018.
  • 128 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.