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Aris Wealth Services’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-470
Closed -$10K – 425
2015
Q2 		$10K Hold
470
– – 0.01% 365
2015
Q1 		$10K Sell
470
-13,358
-97% -$298K 0.01% 361
2014
Q4 		$316K Buy
+13,828
New +$332K 0.35% 87

Other funds holding FENY

RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

Aris Wealth Services's FENY Position: Q3 2015 in Review

Aris Wealth Services sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2015, closing a stake of 470 shares — an estimated $10K sold.

Aris Wealth Services first reported a position in FENY in Q4 2014 and held it in 3 quarters. The position peaked at $316K in Q4 2014. 32 funds tracked by Wall St. Rank hold FENY as of Q3 2015.

  • Aris Wealth Services reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 470 Fidelity MSCI Energy Index ETF shares in Q3 2015, an estimated $10K.
  • Aris Wealth Services first reported a position in Fidelity MSCI Energy Index ETF in Q4 2014 and held it in 3 quarters.
  • Aris Wealth Services's Fidelity MSCI Energy Index ETF position peaked at $316K in Q4 2014.
  • 32 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.