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Atria Investments’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Atria Investments’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
2020
Q1 		– Sell
-21,731
Closed -$919K – 777
2019
Q4 		$919K Sell
21,731
-2,414
-10% -$100K 0.02% 565
2019
Q3 		$1.03M Buy
24,145
+1,749
+8% +$70.9K 0.04% 421
2019
Q2 		$895K Buy
+22,396
New +$865K 0.03% 431

Other funds holding FUTY

EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SSW
Smith Shellnut Wilson Ridgeland, Mississippi $268M AUM 33.54% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atria Investments's FUTY Position: Q1 2020 in Review

Atria Investments sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2020, closing a stake of 21,731 shares — an estimated $919K sold.

Atria Investments first reported a position in FUTY in Q2 2019 and held it in 3 quarters. The position peaked at $1.03M in Q3 2019. 123 funds tracked by Wall St. Rank hold FUTY as of Q1 2020.

  • Atria Investments reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2020 after selling out during the quarter.
  • Atria Investments sold 21,731 Fidelity MSCI Utilities Index ETF shares in Q1 2020, an estimated $919K.
  • Atria Investments first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2019 and held it in 3 quarters.
  • Atria Investments's Fidelity MSCI Utilities Index ETF position peaked at $1.03M in Q3 2019.
  • 123 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.