Blue Granite Capital’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Blue Granite Capital’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
2017 Q4	$1.73M	Buy	+86,010	New	+$1.64M	1.27%	9

Other funds holding FENY

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

Blue Granite Capital's FENY Position: Q4 2017 in Review

Blue Granite Capital opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q4 2017: 86,010 shares worth $1.73M. The stake represents 1.27% of the portfolio and ranks #9 among its holdings.

70 funds tracked by Wall St. Rank hold FENY as of Q4 2017.

Blue Granite Capital held 86,010 shares of Fidelity MSCI Energy Index ETF worth $1.73M as of Q4 2017.
Fidelity MSCI Energy Index ETF was a new Blue Granite Capital position in Q4 2017.
Fidelity MSCI Energy Index ETF made up 1.27% of Blue Granite Capital's portfolio in Q4 2017, its #9 holding.
70 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2017.

Based on Blue Granite Capital's 13F filing for Q4 2017, filed 14 Feb 2018.