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Cascadia Advisory Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Cascadia Advisory Services’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
2019
Q4 		$908K Buy
+21,476
New +$894K 0.26% 98

Other funds holding FUTY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cascadia Advisory Services's FUTY Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2019: 21,476 shares worth $908K. The stake represents 0.26% of the portfolio and ranks #98 among its holdings.

120 funds tracked by Wall St. Rank hold FUTY as of Q4 2019.

  • Cascadia Advisory Services held 21,476 shares of Fidelity MSCI Utilities Index ETF worth $908K as of Q4 2019.
  • Fidelity MSCI Utilities Index ETF was a new Cascadia Advisory Services position in Q4 2019.
  • Fidelity MSCI Utilities Index ETF made up 0.26% of Cascadia Advisory Services's portfolio in Q4 2019, its #98 holding.
  • 120 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.