Janney Montgomery Scott
FENY icon

Janney Montgomery Scott’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Janney Montgomery Scott’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
2023
Q3 		– Sell
-85,063
Closed -$1.89M – 2637
2023
Q2 		$1.89M Buy
85,063
+4,104
+5% +$90.7K 0.01% 1100
2023
Q1 		$1.82M Buy
+80,959
New +$1.88M 0.01% 1021
2022
Q2 		– Sell
-11,783
Closed -$247K – 2350
2022
Q1 		$247K Sell
11,783
-151
-1% -$2.84K ﹤0.01% 1980
2021
Q4 		$181K Buy
11,934
+629
+6% +$9.76K ﹤0.01% 2253
2021
Q3 		$163K Buy
11,305
+201
+2% +$2.73K ﹤0.01% 2190
2021
Q2 		$164K Sell
11,104
-988
-8% -$13.9K ﹤0.01% 2167
2021
Q1 		$160K Buy
+12,092
New +$151K ﹤0.01% 2085

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Janney Montgomery Scott's FENY Position: Q3 2023 in Review

Janney Montgomery Scott sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2023, closing a stake of 85,063 shares — an estimated $1.89M sold.

Janney Montgomery Scott first reported a position in FENY in Q1 2021 and held it in 7 quarters. The position peaked at $1.89M in Q2 2023. 188 funds tracked by Wall St. Rank hold FENY as of Q3 2023.

  • Janney Montgomery Scott reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 85,063 Fidelity MSCI Energy Index ETF shares in Q3 2023, an estimated $1.89M.
  • Janney Montgomery Scott first reported a position in Fidelity MSCI Energy Index ETF in Q1 2021 and held it in 7 quarters.
  • Janney Montgomery Scott's Fidelity MSCI Energy Index ETF position peaked at $1.89M in Q2 2023.
  • 188 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2023.

Based on Janney Montgomery Scott's 13F filing for Q3 2023, filed 8 Nov 2023.