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King Wealth Management Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

King Wealth Management Group’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
2017
Q4 		– Sell
-12,369
Closed -$234K – 125
2017
Q3 		$234K Sell
12,369
-1,540
-11% -$27.7K 0.09% 110
2017
Q2 		$250K Sell
13,909
-690
-5% -$12.9K 0.1% 102
2017
Q1 		$287K Buy
14,599
+526
+4% +$10.7K 0.12% 101
2016
Q4 		$298K Buy
+14,073
New +$286K 0.13% 89

Other funds holding FENY

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

King Wealth Management Group's FENY Position: Q4 2017 in Review

King Wealth Management Group sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2017, closing a stake of 12,369 shares — an estimated $234K sold.

King Wealth Management Group first reported a position in FENY in Q4 2016 and held it in 4 quarters. The position peaked at $298K in Q4 2016. 70 funds tracked by Wall St. Rank hold FENY as of Q4 2017.

  • King Wealth Management Group reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2017 after selling out during the quarter.
  • King Wealth Management Group sold 12,369 Fidelity MSCI Energy Index ETF shares in Q4 2017, an estimated $234K.
  • King Wealth Management Group first reported a position in Fidelity MSCI Energy Index ETF in Q4 2016 and held it in 4 quarters.
  • King Wealth Management Group's Fidelity MSCI Energy Index ETF position peaked at $298K in Q4 2016.
  • 70 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2017.

Based on King Wealth Management Group's 13F filing for Q4 2017, filed 12 Feb 2018.