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

Ancora 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
2020
Q1 		– Sell
-4,838
Closed -$77K – 1444
2019
Q4 		$77K Buy
+4,838
New +$75.9K ﹤0.01% 817
2018
Q4 		– Sell
-4,838
Closed -$103K – 806
2018
Q3 		$103K Buy
+4,838
New +$101K ﹤0.01% 746

Other funds holding FENY

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CIA
CSat Investment Advisory Detroit, Michigan $119M AUM 77.51% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
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
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ancora Advisors's FENY Position: Q1 2020 in Review

Ancora Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2020, closing a stake of 4,838 shares — an estimated $77K sold.

Ancora Advisors first reported a position in FENY in Q3 2018 and held it in 2 quarters. The position peaked at $103K in Q3 2018. 97 funds tracked by Wall St. Rank hold FENY as of Q1 2020.

  • Ancora Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2020 after selling out during the quarter.
  • Ancora Advisors sold 4,838 Fidelity MSCI Energy Index ETF shares in Q1 2020, an estimated $77K.
  • Ancora Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q3 2018 and held it in 2 quarters.
  • Ancora Advisors's Fidelity MSCI Energy Index ETF position peaked at $103K in Q3 2018.
  • 97 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2020.

Based on Ancora Advisors's 13F filing for Q1 2020, filed 14 May 2020.