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Blue Chip Partners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Blue Chip Partners’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
Q1 		– Sell
-9,623
Closed -$150K – 130
2018
Q4 		$150K Buy
+9,623
New +$178K 0.04% 131

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Blue Chip Partners's FENY Position: Q1 2019 in Review

Blue Chip Partners sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2019, closing a stake of 9,623 shares — an estimated $150K sold.

Blue Chip Partners first reported a position in FENY in Q4 2018 and held it in 1 quarter. The position peaked at $150K in Q4 2018. 99 funds tracked by Wall St. Rank hold FENY as of Q1 2019.

  • Blue Chip Partners reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2019 after selling out during the quarter.
  • Blue Chip Partners sold 9,623 Fidelity MSCI Energy Index ETF shares in Q1 2019, an estimated $150K.
  • Blue Chip Partners first reported a position in Fidelity MSCI Energy Index ETF in Q4 2018 and held it in 1 quarter.
  • Blue Chip Partners's Fidelity MSCI Energy Index ETF position peaked at $150K in Q4 2018.
  • 99 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2019.

Based on Blue Chip Partners's 13F filing for Q1 2019, filed 23 Apr 2019.