Ameritas Investment Company’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Ameritas Investment Company’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
2021 Q2	–	Sell	-2,636	Closed	-$34.9K	–	1165
2021 Q1	$34.9K	Buy	+2,636	New	+$32.9K	﹤0.01%	1076
2020 Q2	–	Sell	-9,885	Closed	-$74K	–	734
2020 Q1	$74K	Buy	9,885 +9,525	+2,646%	+$119K	0.01%	565
2019 Q4	$6K	Hold	360	–	–	﹤0.01%	777
2019 Q3	$6K	Buy	+360	New	+$5.82K	﹤0.01%	1230

Other funds holding FENY

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HWA

Hilltop Wealth Advisors Chapel Hill, North Carolina $167M AUM 18.27% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Investment Company's FENY Position: Q2 2021 in Review

Ameritas Investment Company sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2021, closing a stake of 2,636 shares — an estimated $34.9K sold.

Ameritas Investment Company first reported a position in FENY in Q3 2019 and held it in 4 quarters. The position peaked at $74K in Q1 2020. 123 funds tracked by Wall St. Rank hold FENY as of Q2 2021.

Ameritas Investment Company reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 2,636 Fidelity MSCI Energy Index ETF shares in Q2 2021, an estimated $34.9K.
Ameritas Investment Company first reported a position in Fidelity MSCI Energy Index ETF in Q3 2019 and held it in 4 quarters.
Ameritas Investment Company's Fidelity MSCI Energy Index ETF position peaked at $74K in Q1 2020.
123 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.