BB&T Securities’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

BB&T Securities’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
2019 Q3	$1.5M	Buy	35,495 +8,269	+30%	+$335K	0.01%	657
2019 Q2	$1.07M	Buy	27,226 +8,631	+46%	+$334K	0.01%	782
2019 Q1	$712K	Buy	+18,595	New	+$682K	0.01%	938
2018 Q3	–	Sell	-330,348	Closed	-$11.3M	–	1603
2018 Q2	$11.3M	Sell	330,348 -140,756	-30%	-$4.66M	0.12%	233
2018 Q1	$15.6M	Buy	+471,104	New	+$15.4M	0.18%	159

Other funds holding FUTY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BB&T Securities's FUTY Position: Q3 2019 in Review

BB&T Securities increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 30% in Q3 2019, buying an estimated $335K and bringing the position to 35,495 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #657.

BB&T Securities first reported a position in FUTY in Q1 2018 and has held it in 5 quarters since. The position peaked at $15.6M in Q1 2018. 106 funds tracked by Wall St. Rank hold FUTY as of Q3 2019.

BB&T Securities held 35,495 shares of Fidelity MSCI Utilities Index ETF worth $1.5M as of Q3 2019.
BB&T Securities bought 8,269 Fidelity MSCI Utilities Index ETF shares in Q3 2019, an estimated $335K.
Fidelity MSCI Utilities Index ETF made up 0.01% of BB&T Securities's portfolio in Q3 2019, its #657 holding.
BB&T Securities first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2018 and has held it in 5 quarters since.
BB&T Securities's Fidelity MSCI Utilities Index ETF position peaked at $15.6M in Q1 2018.
106 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.