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

AllSquare 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
2016
Q3 		– Sell
-101
Closed -$3.31K – 320
2016
Q2 		$3K Hold
101
– – ﹤0.01% 264
2016
Q1 		$3K Buy
+101
New +$2.99K ﹤0.01% 264

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AllSquare Wealth Management's FUTY Position: Q3 2016 in Review

AllSquare Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2016, closing a stake of 101 shares — an estimated $3.31K sold.

AllSquare Wealth Management first reported a position in FUTY in Q1 2016 and held it in 2 quarters. The position peaked at $3K in Q2 2016. 40 funds tracked by Wall St. Rank hold FUTY as of Q3 2016.

  • AllSquare Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2016 after selling out during the quarter.
  • AllSquare Wealth Management sold 101 Fidelity MSCI Utilities Index ETF shares in Q3 2016, an estimated $3.31K.
  • AllSquare Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2016 and held it in 2 quarters.
  • AllSquare Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $3K in Q2 2016.
  • 40 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2016.

Based on AllSquare Wealth Management's 13F filing for Q3 2016, filed 15 Nov 2016.