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Brandywine Oak Private Wealth’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Brandywine Oak Private Wealth’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
-1,083
Closed -$16K – 351
2018
Q4 		$16K Buy
+1,083
New +$20.1K ﹤0.01% 466

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HighTower Advisors
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CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ST
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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
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Brandywine Oak Private Wealth's FENY Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2019, closing a stake of 1,083 shares — an estimated $16K sold.

Brandywine Oak Private Wealth first reported a position in FENY in Q4 2018 and held it in 1 quarter. The position peaked at $16K in Q4 2018. 99 funds tracked by Wall St. Rank hold FENY as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,083 Fidelity MSCI Energy Index ETF shares in Q1 2019, an estimated $16K.
  • Brandywine Oak Private Wealth first reported a position in Fidelity MSCI Energy Index ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Fidelity MSCI Energy Index ETF position peaked at $16K in Q4 2018.
  • 99 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.