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KCS Wealth Advisory’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

KCS Wealth Advisory’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
Q4 		– Sell
-2,687
Closed -$42.3K – 226
2019
Q3 		$42.3K Buy
+2,687
New +$43.4K 0.03% 252

Other funds holding FENY

VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

KCS Wealth Advisory's FENY Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2019, closing a stake of 2,687 shares — an estimated $42.3K sold.

KCS Wealth Advisory first reported a position in FENY in Q3 2019 and held it in 1 quarter. The position peaked at $42.3K in Q3 2019. 96 funds tracked by Wall St. Rank hold FENY as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 2,687 Fidelity MSCI Energy Index ETF shares in Q4 2019, an estimated $42.3K.
  • KCS Wealth Advisory first reported a position in Fidelity MSCI Energy Index ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Fidelity MSCI Energy Index ETF position peaked at $42.3K in Q3 2019.
  • 96 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.