First Allied Advisory Services’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

First Allied Advisory Services’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 Q4	–	Sell	-397	Closed	-$6K	–	1312
2019 Q3	$6K	Buy	+397	New	+$6.42K	﹤0.01%	1561
2018 Q1	–	Sell	-212	Closed	-$4K	–	1243
2017 Q4	$4K	Buy	+212	New	+$4.04K	﹤0.01%	1495

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CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

First Allied Advisory Services's FENY Position: Q4 2019 in Review

First Allied Advisory Services sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2019, closing a stake of 397 shares — an estimated $6K sold.

First Allied Advisory Services first reported a position in FENY in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q3 2019. 96 funds tracked by Wall St. Rank hold FENY as of Q4 2019.

First Allied Advisory Services reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 397 Fidelity MSCI Energy Index ETF shares in Q4 2019, an estimated $6K.
First Allied Advisory Services first reported a position in Fidelity MSCI Energy Index ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's Fidelity MSCI Energy Index ETF position peaked at $6K in Q3 2019.
96 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.