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CSat Investment Advisory’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

CSat Investment Advisory’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
Q2 		– Sell
-1,412,230
Closed -$10.6M – 1124
2020
Q1 		$10.6M Buy
+1,412,230
New +$17.7M 2.26% 6

Other funds holding FENY

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CSat Investment Advisory's FENY Position: Q2 2020 in Review

CSat Investment Advisory sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2020, closing a stake of 1,412,230 shares — an estimated $10.6M sold.

CSat Investment Advisory first reported a position in FENY in Q1 2020 and held it in 1 quarter. The position peaked at $10.6M in Q1 2020. 93 funds tracked by Wall St. Rank hold FENY as of Q2 2020.

  • CSat Investment Advisory reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,412,230 Fidelity MSCI Energy Index ETF shares in Q2 2020, an estimated $10.6M.
  • CSat Investment Advisory first reported a position in Fidelity MSCI Energy Index ETF in Q1 2020 and held it in 1 quarter.
  • CSat Investment Advisory's Fidelity MSCI Energy Index ETF position peaked at $10.6M in Q1 2020.
  • 93 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.