Aevitas Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Aevitas Wealth Management’s Portfolio FUTY Stock Details FUTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-491	Closed	-$18K	–	180
2019 Q1	$18K	Buy	491 +3	+0.6%	+$110	0.02%	263
2018 Q4	$17K	Buy	488 +4	+0.8%	+$143	0.02%	257
2018 Q3	$17K	Buy	484 +4	+0.8%	+$140	0.02%	301
2018 Q2	$16K	Buy	480 +4	+0.8%	+$133	0.02%	294
2018 Q1	$16K	Buy	476 +4	+0.8%	+$131	0.02%	277
2017 Q4	$16K	Buy	+472	New	+$16.9K	0.02%	278

Other funds holding FUTY

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Aevitas Wealth Management's FUTY Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2019, closing a stake of 491 shares — an estimated $18K sold.

Aevitas Wealth Management first reported a position in FUTY in Q4 2017 and held it in 6 quarters. The position peaked at $18K in Q1 2019. 96 funds tracked by Wall St. Rank hold FUTY as of Q2 2019.

Aevitas Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 491 Fidelity MSCI Utilities Index ETF shares in Q2 2019, an estimated $18K.
Aevitas Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $18K in Q1 2019.
96 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.