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Executive Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-351
Closed -$6K – 353
2019
Q2 		$6K Buy
351
+3
+0.9% +$52 ﹤0.01% 684
2019
Q1 		$6K Hold
348
– – ﹤0.01% 617
2018
Q4 		$5K Buy
+348
New +$6.45K ﹤0.01% 668

Other funds holding FENY

VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Executive Wealth Management's FENY Position: Q3 2019 in Review

Executive Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2019, closing a stake of 351 shares — an estimated $6K sold.

Executive Wealth Management first reported a position in FENY in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 83 funds tracked by Wall St. Rank hold FENY as of Q3 2019.

  • Executive Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 351 Fidelity MSCI Energy Index ETF shares in Q3 2019, an estimated $6K.
  • Executive Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $6K in Q2 2019.
  • 83 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.