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Acorn Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Acorn Wealth Advisors’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,019
Closed -$22K – 219
2018
Q2 		$22K Buy
1,019
+6
+0.6% +$124 0.02% 376
2018
Q1 		$21K Buy
1,013
+6
+0.6% +$118 0.02% 378
2017
Q4 		$21K Buy
+1,007
New +$19.2K 0.02% 368

Other funds holding FENY

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
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Acorn Wealth Advisors's FENY Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2018, closing a stake of 1,019 shares — an estimated $22K sold.

Acorn Wealth Advisors first reported a position in FENY in Q4 2017 and held it in 3 quarters. The position peaked at $22K in Q2 2018. 93 funds tracked by Wall St. Rank hold FENY as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,019 Fidelity MSCI Energy Index ETF shares in Q3 2018, an estimated $22K.
  • Acorn Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Fidelity MSCI Energy Index ETF position peaked at $22K in Q2 2018.
  • 93 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.