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KCS Wealth Advisory’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-755
Closed -$32.1K – 233
2019
Q3 		$32.1K Buy
+755
New +$30.6K 0.02% 273

Other funds holding FUTY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

KCS Wealth Advisory sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2019, closing a stake of 755 shares — an estimated $32.1K sold.

KCS Wealth Advisory first reported a position in FUTY in Q3 2019 and held it in 1 quarter. The position peaked at $32.1K in Q3 2019. 120 funds tracked by Wall St. Rank hold FUTY as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 755 Fidelity MSCI Utilities Index ETF shares in Q4 2019, an estimated $32.1K.
  • KCS Wealth Advisory first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Fidelity MSCI Utilities Index ETF position peaked at $32.1K in Q3 2019.
  • 120 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2019.

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