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Giralda Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Giralda Advisors’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
2016
Q3 		– Sell
-22,420
Closed -$759K – 10
2016
Q2 		$759K Sell
22,420
-3,395
-13% -$108K 0.41% 17
2016
Q1 		$822K Buy
25,815
+10,273
+66% +$304K 0.43% 17
2015
Q4 		$433K Buy
+15,542
New +$431K 0.21% 16
2015
Q3 		– Sell
-11,984
Closed -$319K – 18
2015
Q2 		$319K Buy
11,984
+5,575
+87% +$157K 0.12% 19
2015
Q1 		$184K Buy
+6,409
New +$191K 0.07% 20

Other funds holding FUTY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Giralda Advisors's FUTY Position: Q3 2016 in Review

Giralda Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2016, closing a stake of 22,420 shares — an estimated $759K sold.

Giralda Advisors first reported a position in FUTY in Q1 2015 and held it in 5 quarters. The position peaked at $822K in Q1 2016. 40 funds tracked by Wall St. Rank hold FUTY as of Q3 2016.

  • Giralda Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2016 after selling out during the quarter.
  • Giralda Advisors sold 22,420 Fidelity MSCI Utilities Index ETF shares in Q3 2016, an estimated $759K.
  • Giralda Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2015 and held it in 5 quarters.
  • Giralda Advisors's Fidelity MSCI Utilities Index ETF position peaked at $822K in Q1 2016.
  • 40 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2016.

Based on Giralda Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.