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Kovack Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Kovack Advisors’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
Q2 		– Sell
-11,543
Closed -$227K – 387
2017
Q1 		$227K Buy
+11,543
New +$234K 0.09% 241

Other funds holding FENY

ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kovack Advisors's FENY Position: Q2 2017 in Review

Kovack Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2017, closing a stake of 11,543 shares — an estimated $227K sold.

Kovack Advisors first reported a position in FENY in Q1 2017 and held it in 1 quarter. The position peaked at $227K in Q1 2017. 58 funds tracked by Wall St. Rank hold FENY as of Q2 2017.

  • Kovack Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2017 after selling out during the quarter.
  • Kovack Advisors sold 11,543 Fidelity MSCI Energy Index ETF shares in Q2 2017, an estimated $227K.
  • Kovack Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2017 and held it in 1 quarter.
  • Kovack Advisors's Fidelity MSCI Energy Index ETF position peaked at $227K in Q1 2017.
  • 58 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2017.

Based on Kovack Advisors's 13F filing for Q2 2017, filed 30 Aug 2018.