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

FormulaFolio 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
Q1 		– Sell
-3,808,370
Closed -$38.7M – 573
2020
Q4 		$38.7M Buy
+3,808,370
New +$34.9M 0.81% 30
2020
Q2 		– Sell
-1,831,736
Closed -$13.8M – 298
2020
Q1 		$13.8M Buy
+1,831,736
New +$22.9M 0.74% 28

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HWA
Hilltop Wealth Advisors Chapel Hill, North Carolina $167M AUM 18.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FormulaFolio Investments's FENY Position: Q1 2021 in Review

FormulaFolio Investments sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2021, closing a stake of 3,808,370 shares — an estimated $38.7M sold.

FormulaFolio Investments first reported a position in FENY in Q1 2020 and held it in 2 quarters. The position peaked at $38.7M in Q4 2020. 120 funds tracked by Wall St. Rank hold FENY as of Q1 2021.

  • FormulaFolio Investments reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 3,808,370 Fidelity MSCI Energy Index ETF shares in Q1 2021, an estimated $38.7M.
  • FormulaFolio Investments first reported a position in Fidelity MSCI Energy Index ETF in Q1 2020 and held it in 2 quarters.
  • FormulaFolio Investments's Fidelity MSCI Energy Index ETF position peaked at $38.7M in Q4 2020.
  • 120 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.