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FUTY icon

Cabana LLC’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Cabana LLC’s Portfolio FUTY Stock Details FUTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-41,593
Closed -$1.76M – 37
2019
Q4 		$1.76M Sell
41,593
-18,143
-30% -$755K 0.21% 20
2019
Q3 		$2.54M Buy
59,736
+2,688
+5% +$109K 0.34% 21
2019
Q2 		$2.25M Buy
57,048
+30,191
+112% +$1.17M 0.35% 25
2019
Q1 		$1.03M Buy
+26,857
New +$984K 0.19% 18

Other funds holding FUTY

EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SSW
Smith Shellnut Wilson Ridgeland, Mississippi $260M AUM 19.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cabana LLC's FUTY Position: Q1 2020 in Review

Cabana LLC sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2020, closing a stake of 41,593 shares — an estimated $1.76M sold.

Cabana LLC first reported a position in FUTY in Q1 2019 and held it in 4 quarters. The position peaked at $2.54M in Q3 2019. 124 funds tracked by Wall St. Rank hold FUTY as of Q1 2020.

  • Cabana LLC reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2020 after selling out during the quarter.
  • Cabana LLC sold 41,593 Fidelity MSCI Utilities Index ETF shares in Q1 2020, an estimated $1.76M.
  • Cabana LLC first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2019 and held it in 4 quarters.
  • Cabana LLC's Fidelity MSCI Utilities Index ETF position peaked at $2.54M in Q3 2019.
  • 124 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2020.

Based on Cabana LLC's 13F filing for Q1 2020, filed 7 May 2020.