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BB&T Securities’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

BB&T Securities’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
Q2 		– Sell
-13,862
Closed -$250K – 1643
2019
Q1 		$250K Sell
13,862
-11,566
-45% -$203K ﹤0.01% 1390
2018
Q4 		$397K Buy
25,428
+15,131
+147% +$281K ﹤0.01% 1065
2018
Q3 		$219K Sell
10,297
-730,806
-99% -$15.3M ﹤0.01% 1450
2018
Q2 		$15.7M Sell
741,103
-89,494
-11% -$1.85M 0.17% 167
2018
Q1 		$15.5M Buy
+830,597
New +$16.3M 0.18% 161

Other funds holding FENY

VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B 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
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return