FMP
FENY icon

Financial Management Professionals’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Financial Management Professionals’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
2016
Q3 		– Sell
-578
Closed -$11K – 340
2016
Q2 		$11K Buy
+578
New +$10.8K 0.01% 199

Other funds holding FENY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Management Professionals's FENY Position: Q3 2016 in Review

Financial Management Professionals sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2016, closing a stake of 578 shares — an estimated $11K sold.

Financial Management Professionals first reported a position in FENY in Q2 2016 and held it in 1 quarter. The position peaked at $11K in Q2 2016. 52 funds tracked by Wall St. Rank hold FENY as of Q3 2016.

  • Financial Management Professionals reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2016 after selling out during the quarter.
  • Financial Management Professionals sold 578 Fidelity MSCI Energy Index ETF shares in Q3 2016, an estimated $11K.
  • Financial Management Professionals first reported a position in Fidelity MSCI Energy Index ETF in Q2 2016 and held it in 1 quarter.
  • Financial Management Professionals's Fidelity MSCI Energy Index ETF position peaked at $11K in Q2 2016.
  • 52 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2016.

Based on Financial Management Professionals's 13F filing for Q3 2016, filed 7 Nov 2016.