Krilogy Financial’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Krilogy Financial’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
2018 Q4	–	Sell	-270	Closed	-$9K	–	332
2018 Q3	$9K	Buy	+270	New	+$9.46K	﹤0.01%	539
2018 Q2	–	Sell	-732	Closed	-$24K	–	333
2018 Q1	$24K	Buy	732 +472	+182%	+$15.4K	0.01%	422
2017 Q4	$9K	Sell	260 -26	-9%	-$929	﹤0.01%	530
2017 Q3	$10K	Buy	286 +2	+0.7%	+$70	﹤0.01%	577
2017 Q2	$10K	Buy	284 +29	+11%	+$988	﹤0.01%	529
2017 Q1	$8K	Hold	255	–	–	﹤0.01%	533
2016 Q4	$8K	Buy	255 +2	+0.8%	+$62	﹤0.01%	533
2016 Q3	$8K	Buy	253 +52	+26%	+$1.7K	﹤0.01%	547
2016 Q2	$7K	Buy	201 +1	+0.5%	+$32	﹤0.01%	575
2016 Q1	$6K	Buy	+200	New	+$5.92K	﹤0.01%	522
2015 Q4	–	Sell	-196	Closed	-$5K	–	474
2015 Q3	$5K	Buy	+196	New	+$5.38K	﹤0.01%	465

Other funds holding FUTY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Krilogy Financial's FUTY Position: Q4 2018 in Review

Krilogy Financial sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2018, closing a stake of 270 shares — an estimated $9K sold.

Krilogy Financial first reported a position in FUTY in Q3 2015 and held it in 11 quarters. The position peaked at $24K in Q1 2018. 79 funds tracked by Wall St. Rank hold FUTY as of Q4 2018.

Krilogy Financial reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2018 after selling out during the quarter.
Krilogy Financial sold 270 Fidelity MSCI Utilities Index ETF shares in Q4 2018, an estimated $9K.
Krilogy Financial first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2015 and held it in 11 quarters.
Krilogy Financial's Fidelity MSCI Utilities Index ETF position peaked at $24K in Q1 2018.
79 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.