D'Orazio & Associates’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

D'Orazio & Associates’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
2018 Q1	–	Sell	-100	Closed	-$3K	–	303
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	286
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	240
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	278
2017 Q1	$3K	Hold	100	–	–	﹤0.01%	263
2016 Q4	$3K	Hold	100	–	–	﹤0.01%	249
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	251
2016 Q2	$3K	Hold	100	–	–	﹤0.01%	262
2016 Q1	$3K	Hold	100	–	–	﹤0.01%	263
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	228
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	261
2015 Q2	$3K	Buy	+100	New	+$2.82K	﹤0.01%	223

Other funds holding FUTY

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

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

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

D'Orazio & Associates's FUTY Position: Q1 2018 in Review

D'Orazio & Associates sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2018, closing a stake of 100 shares — an estimated $3K sold.

D'Orazio & Associates first reported a position in FUTY in Q2 2015 and held it in 11 quarters. The position peaked at $3K in Q4 2017. 44 funds tracked by Wall St. Rank hold FUTY as of Q1 2018.

D'Orazio & Associates reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2018 after selling out during the quarter.
D'Orazio & Associates sold 100 Fidelity MSCI Utilities Index ETF shares in Q1 2018, an estimated $3K.
D'Orazio & Associates first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2015 and held it in 11 quarters.
D'Orazio & Associates's Fidelity MSCI Utilities Index ETF position peaked at $3K in Q4 2017.
44 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2018.

Based on D'Orazio & Associates's 13F filing for Q1 2018, filed 4 May 2018.