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Baystate Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Baystate Wealth Management’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
2021
Q1 		– Sell
-33
Closed -$1K – 753
2020
Q4 		$1K Buy
+33
New +$1.34K ﹤0.01% 613
2020
Q3 		– Sell
-138
Closed -$5K – 669
2020
Q2 		$5K Buy
+138
New +$5.14K ﹤0.01% 460

Other funds holding FUTY

Bank of America
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFM
Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

Baystate Wealth Management's FUTY Position: Q1 2021 in Review

Baystate Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2021, closing a stake of 33 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in FUTY in Q2 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 147 funds tracked by Wall St. Rank hold FUTY as of Q1 2021.

  • Baystate Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 33 Fidelity MSCI Utilities Index ETF shares in Q1 2021, an estimated $1K.
  • Baystate Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2020 and held it in 2 quarters.
  • Baystate Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $5K in Q2 2020.
  • 147 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2021.

Based on Baystate Wealth Management's 13F filing for Q1 2021, filed 21 Apr 2021.