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Chas P. Smith & Associates (CPS)’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Chas P. Smith & Associates (CPS)’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
2016
Q4 		– Sell
-215,881
Closed -$6.83M – 97
2016
Q3 		$6.83M Buy
215,881
+39,351
+22% +$1.29M 1.13% 35
2016
Q2 		$5.98M Buy
176,530
+61,453
+53% +$1.95M 1.01% 36
2016
Q1 		$3.66M Buy
+115,077
New +$3.41M 0.63% 41

Other funds holding FUTY

BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Chas P. Smith & Associates (CPS)'s FUTY Position: Q4 2016 in Review

Chas P. Smith & Associates (CPS) sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2016, closing a stake of 215,881 shares — an estimated $6.83M sold.

Chas P. Smith & Associates (CPS) first reported a position in FUTY in Q1 2016 and held it in 3 quarters. The position peaked at $6.83M in Q3 2016. 34 funds tracked by Wall St. Rank hold FUTY as of Q4 2016.

  • Chas P. Smith & Associates (CPS) reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2016 after selling out during the quarter.
  • Chas P. Smith & Associates (CPS) sold 215,881 Fidelity MSCI Utilities Index ETF shares in Q4 2016, an estimated $6.83M.
  • Chas P. Smith & Associates (CPS) first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2016 and held it in 3 quarters.
  • Chas P. Smith & Associates (CPS)'s Fidelity MSCI Utilities Index ETF position peaked at $6.83M in Q3 2016.
  • 34 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2016.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q4 2016, filed 6 Feb 2017.