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

Frontier 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
2020
Q1 		– Sell
-15,000
Closed -$240K – 306
2019
Q4 		$240K Buy
+15,000
New +$235K 0.04% 260

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TI
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ST
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Wells Fargo
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Stifel Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Frontier Wealth Management's FENY Position: Q1 2020 in Review

Frontier Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2020, closing a stake of 15,000 shares — an estimated $240K sold.

Frontier Wealth Management first reported a position in FENY in Q4 2019 and held it in 1 quarter. The position peaked at $240K in Q4 2019. 97 funds tracked by Wall St. Rank hold FENY as of Q1 2020.

  • Frontier Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2020 after selling out during the quarter.
  • Frontier Wealth Management sold 15,000 Fidelity MSCI Energy Index ETF shares in Q1 2020, an estimated $240K.
  • Frontier Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2019 and held it in 1 quarter.
  • Frontier Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $240K in Q4 2019.
  • 97 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2020.

Based on Frontier Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.