Jacobi Capital Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Jacobi Capital 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
2021 Q4	–	Sell	-1,000	Closed	-$41K	–	739
2021 Q3	$41K	Hold	1,000	–	–	0.01%	703
2021 Q2	$41K	Hold	1,000	–	–	0.01%	670
2021 Q1	$41K	Buy	1,000 +500	+100%	+$20.1K	0.01%	619
2020 Q4	$20K	Buy	+500	New	+$20.3K	﹤0.01%	722

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jacobi Capital Management's FUTY Position: Q4 2021 in Review

Jacobi Capital Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2021, closing a stake of 1,000 shares — an estimated $41K sold.

Jacobi Capital Management first reported a position in FUTY in Q4 2020 and held it in 4 quarters. The position peaked at $41K in Q3 2021. 151 funds tracked by Wall St. Rank hold FUTY as of Q4 2021.

Jacobi Capital Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 1,000 Fidelity MSCI Utilities Index ETF shares in Q4 2021, an estimated $41K.
Jacobi Capital Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and held it in 4 quarters.
Jacobi Capital Management's Fidelity MSCI Utilities Index ETF position peaked at $41K in Q3 2021.
151 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.