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Fidelity msci finls idx shares owned by Ken Stern & Associates

Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by Ken Stern & Associates from 13F filings

Historical chart of Ken Stern & Associates investment in Fidelity msci finls idx

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All positions including Fidelity msci finls idx held by Ken Stern & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci finls idx by Ken Stern & Associates

Quarter filed Position value Share count Share price at filing
2018-09-30 $287k 7.1k 40.30
2018-06-30 $215k 5.5k 39.28

More positions owned by Ken Stern & Associates

Essex Property Trust (ESS)
iShares Russell 2000 Growth Index (IWO)
Vanguard Europe Pacific ETF (VEA)
Vanguard Total Bond Market ETF (BND)
iShares Lehman Short Treasury Bond (SHV)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Vanguard Information Technology ETF (VGT)
Consumer Discretionary SPDR (XLY)
Ishares Tr Msci Usa Momentum Factor (MTUM)
iShares Dow Jones US Aerospace & Def.ETF (ITA)
First Trust DJ Internet Index Fund (FDN)
Vanguard Value ETF (VTV)
Spdr S&p 500 Etf (SPY)
Health Care SPDR (XLV)
Industrial SPDR (XLI)

View all positions for Ken Stern & Associates

Top funds holding Fidelity msci finls idx

Lido Advisors
Charles Schwab Investment Management
Bank of America Corporation
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
Q3 Asset Management
Jpmorgan Chase & Co
HighTower Advisors
Agf Management
Advisor Group Holdings
Stifel Financial
Wells Fargo & Company
Quantitative Strategies
AE Wealth Management
Advisory Services Network

View all funds holding Fidelity msci finls idx