Genovese Burford & Brothers Wealth & Retirement Plan Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio FUTY Stock Details FUTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,000	Closed	-$33K	–	184
2018 Q2	$33K	Buy	+1,000	New	+$33.1K	0.01%	213

Other funds holding FUTY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's FUTY Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2018, closing a stake of 1,000 shares — an estimated $33K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in FUTY in Q2 2018 and held it in 1 quarter. The position peaked at $33K in Q2 2018. 58 funds tracked by Wall St. Rank hold FUTY as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,000 Fidelity MSCI Utilities Index ETF shares in Q3 2018, an estimated $33K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2018 and held it in 1 quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Fidelity MSCI Utilities Index ETF position peaked at $33K in Q2 2018.
58 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.