Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BMCM
Bryn Mawr Capital Management’s
Fidelity MSCI Energy Index ETF
FENY
Stock Holding History
Bryn Mawr Capital Management’s Portfolio
FENY Stock Details
FENY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-10,598
Closed
-$225K
–
82
2018
Q3
$225K
Hold
10,598
–
–
0.19%
76
2018
Q2
$225K
Hold
10,598
–
–
0.2%
71
2018
Q1
$198K
Hold
10,598
–
–
0.18%
79
2017
Q4
$201K
Hold
10,598
–
–
0.26%
60
2017
Q3
$201K
Hold
10,598
–
–
0.21%
72
2017
Q2
$191K
Hold
10,598
–
–
0.22%
63
2017
Q1
$208K
Hold
10,598
–
–
0.21%
75
2016
Q4
$224K
Buy
+10,598
New
+$215K
0.23%
65
Other funds holding FENY
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CIA
Capital Investment Advisors
Atlanta, Georgia
$6.84B AUM
17.28%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
VC
Vicus Capital
State College, Pennsylvania
$1.36B AUM
18.46%
1-Year Est. Return
VCM
Verger Capital Management
Winston-Salem, North Carolina
$339M AUM
19.43%
1-Year Est. Return
ST
Spinnaker Trust
Portland, Maine
$1.81B AUM
17.83%
1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland, Florida
$1.84B AUM
13.62%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Lido Advisors
Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close