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Disciplined Investments’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Disciplined Investments’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
2021
Q4 		– Sell
-300
Closed -$4K – 490
2021
Q3 		$4K Buy
+300
New +$4.07K ﹤0.01% 354

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HWA
Hilltop Wealth Advisors Chapel Hill, North Carolina $202M AUM 24.55% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

Disciplined Investments's FENY Position: Q4 2021 in Review

Disciplined Investments sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2021, closing a stake of 300 shares — an estimated $4K sold.

Disciplined Investments first reported a position in FENY in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 149 funds tracked by Wall St. Rank hold FENY as of Q4 2021.

  • Disciplined Investments reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2021 after selling out during the quarter.
  • Disciplined Investments sold 300 Fidelity MSCI Energy Index ETF shares in Q4 2021, an estimated $4K.
  • Disciplined Investments first reported a position in Fidelity MSCI Energy Index ETF in Q3 2021 and held it in 1 quarter.
  • Disciplined Investments's Fidelity MSCI Energy Index ETF position peaked at $4K in Q3 2021.
  • 149 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2021.

Based on Disciplined Investments's 13F filing for Q4 2021, filed 20 Jan 2022.