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Advisornet Financial’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Advisornet Financial’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
2020
Q2 		– Sell
-33
Closed – – 1815
2020
Q1 		$0 Buy
+33
New +$413 ﹤0.01% 1821
2019
Q2 		– Sell
-2,484
Closed -$45K – 1723
2019
Q1 		$45K Sell
2,484
-4,042
-62% -$71K 0.01% 759
2018
Q4 		$102K Sell
6,526
-1,836
-22% -$34K 0.01% 513
2018
Q3 		$178K Buy
+8,362
New +$175K 0.02% 439

Other funds holding FENY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Advisornet Financial's FENY Position: Q2 2020 in Review

Advisornet Financial sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2020, closing a stake of 33 shares.

Advisornet Financial first reported a position in FENY in Q3 2018 and held it in 4 quarters. The position peaked at $178K in Q3 2018. 93 funds tracked by Wall St. Rank hold FENY as of Q2 2020.

  • Advisornet Financial reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2020 after selling out during the quarter.
  • Advisornet Financial sold 33 Fidelity MSCI Energy Index ETF shares in Q2 2020.
  • Advisornet Financial first reported a position in Fidelity MSCI Energy Index ETF in Q3 2018 and held it in 4 quarters.
  • Advisornet Financial's Fidelity MSCI Energy Index ETF position peaked at $178K in Q3 2018.
  • 93 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2020.

Based on Advisornet Financial's 13F filing for Q2 2020, filed 26 Aug 2020.