IIC
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Integrated Investment Consultants’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Integrated Investment Consultants’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
2018
Q2 		– Sell
-519
Closed -$10K – 351
2018
Q1 		$10K Buy
+519
New +$10.2K ﹤0.01% 628

Other funds holding FENY

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Integrated Investment Consultants's FENY Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2018, closing a stake of 519 shares — an estimated $10K sold.

Integrated Investment Consultants first reported a position in FENY in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 85 funds tracked by Wall St. Rank hold FENY as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 519 Fidelity MSCI Energy Index ETF shares in Q2 2018, an estimated $10K.
  • Integrated Investment Consultants first reported a position in Fidelity MSCI Energy Index ETF in Q1 2018 and held it in 1 quarter.
  • Integrated Investment Consultants's Fidelity MSCI Energy Index ETF position peaked at $10K in Q1 2018.
  • 85 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.