BCP
FENY icon

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
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VC
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HighTower Advisors
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CIA
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ST
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CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
ASN
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