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Cornerstone Wealth Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Cornerstone Wealth Group’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
2020
Q1 		– Sell
-135,496
Closed -$2.17M – 129
2019
Q4 		$2.17M Buy
+135,496
New +$2.12M 0.59% 60
2019
Q2 		– Sell
-73,891
Closed -$1.34M – 159
2019
Q1 		$1.34M Buy
+73,891
New +$1.3M 0.34% 73

Other funds holding FENY

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CIA
CSat Investment Advisory Detroit, Michigan $119M AUM 77.51% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Wealth Group's FENY Position: Q1 2020 in Review

Cornerstone Wealth Group sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2020, closing a stake of 135,496 shares — an estimated $2.17M sold.

Cornerstone Wealth Group first reported a position in FENY in Q1 2019 and held it in 2 quarters. The position peaked at $2.17M in Q4 2019. 97 funds tracked by Wall St. Rank hold FENY as of Q1 2020.

  • Cornerstone Wealth Group reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2020 after selling out during the quarter.
  • Cornerstone Wealth Group sold 135,496 Fidelity MSCI Energy Index ETF shares in Q1 2020, an estimated $2.17M.
  • Cornerstone Wealth Group first reported a position in Fidelity MSCI Energy Index ETF in Q1 2019 and held it in 2 quarters.
  • Cornerstone Wealth Group's Fidelity MSCI Energy Index ETF position peaked at $2.17M in Q4 2019.
  • 97 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2020.

Based on Cornerstone Wealth Group's 13F filing for Q1 2020, filed 6 May 2020.