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Axiom Investment Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Axiom Investment Management’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
2019
Q3 		– Sell
-7,500
Closed -$129K – 296
2019
Q2 		$129K Hold
7,500
– – 0.02% 377
2019
Q1 		$136K Buy
+7,500
New +$132K 0.03% 362

Other funds holding FENY

VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Axiom Investment Management's FENY Position: Q3 2019 in Review

Axiom Investment Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2019, closing a stake of 7,500 shares — an estimated $129K sold.

Axiom Investment Management first reported a position in FENY in Q1 2019 and held it in 2 quarters. The position peaked at $136K in Q1 2019. 83 funds tracked by Wall St. Rank hold FENY as of Q3 2019.

  • Axiom Investment Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2019 after selling out during the quarter.
  • Axiom Investment Management sold 7,500 Fidelity MSCI Energy Index ETF shares in Q3 2019, an estimated $129K.
  • Axiom Investment Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2019 and held it in 2 quarters.
  • Axiom Investment Management's Fidelity MSCI Energy Index ETF position peaked at $136K in Q1 2019.
  • 83 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.