Cornerstone Wealth Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Cornerstone Wealth Group’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 Q4	–	Sell	-109,308	Closed	-$4.15M	–	160
2020 Q3	$4.15M	Buy	109,308 +42,092	+63%	+$1.61M	1.13%	23
2020 Q2	$2.45M	Buy	67,216 +6,552	+11%	+$244K	0.62%	48
2020 Q1	$2.18M	Buy	60,664 +10,047	+20%	+$418K	0.77%	43
2019 Q4	$2.14M	Buy	50,617 +3,984	+9%	+$166K	0.58%	62
2019 Q3	$1.98M	Buy	46,633 +5,444	+13%	+$221K	0.5%	61
2019 Q2	$1.62M	Buy	+41,189	New	+$1.59M	0.44%	71

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Cornerstone Wealth Group's FUTY Position: Q4 2020 in Review

Cornerstone Wealth Group sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2020, closing a stake of 109,308 shares — an estimated $4.15M sold.

Cornerstone Wealth Group first reported a position in FUTY in Q2 2019 and held it in 6 quarters. The position peaked at $4.15M in Q3 2020. 140 funds tracked by Wall St. Rank hold FUTY as of Q4 2020.

Cornerstone Wealth Group reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2020 after selling out during the quarter.
Cornerstone Wealth Group sold 109,308 Fidelity MSCI Utilities Index ETF shares in Q4 2020, an estimated $4.15M.
Cornerstone Wealth Group first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2019 and held it in 6 quarters.
Cornerstone Wealth Group's Fidelity MSCI Utilities Index ETF position peaked at $4.15M in Q3 2020.
140 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2020.

Based on Cornerstone Wealth Group's 13F filing for Q4 2020, filed 28 Jan 2021.