KCM
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Karp Capital Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Karp Capital Management’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
2019
Q2 		– Sell
-93,535
Closed -$1.69M – 106
2019
Q1 		$1.69M Buy
+93,535
New +$1.64M 0.6% 60

Other funds holding FENY

VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

Karp Capital Management's FENY Position: Q2 2019 in Review

Karp Capital Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2019, closing a stake of 93,535 shares — an estimated $1.69M sold.

Karp Capital Management first reported a position in FENY in Q1 2019 and held it in 1 quarter. The position peaked at $1.69M in Q1 2019. 86 funds tracked by Wall St. Rank hold FENY as of Q2 2019.

  • Karp Capital Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2019 after selling out during the quarter.
  • Karp Capital Management sold 93,535 Fidelity MSCI Energy Index ETF shares in Q2 2019, an estimated $1.69M.
  • Karp Capital Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2019 and held it in 1 quarter.
  • Karp Capital Management's Fidelity MSCI Energy Index ETF position peaked at $1.69M in Q1 2019.
  • 86 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2019.

Based on Karp Capital Management's 13F filing for Q2 2019, filed 8 Aug 2019.