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IBEX Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

IBEX Wealth Advisors’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
2017
Q1 		– Sell
-500
Closed -$10K – 171
2016
Q4 		$10K Buy
+500
New +$10.1K ﹤0.01% 286

Other funds holding FENY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
Commonwealth Equity Services
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

IBEX Wealth Advisors's FENY Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2017, closing a stake of 500 shares — an estimated $10K sold.

IBEX Wealth Advisors first reported a position in FENY in Q4 2016 and held it in 1 quarter. The position peaked at $10K in Q4 2016. 57 funds tracked by Wall St. Rank hold FENY as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 500 Fidelity MSCI Energy Index ETF shares in Q1 2017, an estimated $10K.
  • IBEX Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Fidelity MSCI Energy Index ETF position peaked at $10K in Q4 2016.
  • 57 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.