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Laffer Tengler Investments’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Laffer Tengler Investments’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
2023
Q3 		– Sell
-650
Closed -$14.4K – 347
2023
Q2 		$14.4K Sell
650
-2,724
-81% -$60.2K ﹤0.01% 354
2023
Q1 		$75.7K Buy
+3,374
New +$78.5K 0.02% 285

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Laffer Tengler Investments's FENY Position: Q3 2023 in Review

Laffer Tengler Investments sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2023, closing a stake of 650 shares — an estimated $14.4K sold.

Laffer Tengler Investments first reported a position in FENY in Q1 2023 and held it in 2 quarters. The position peaked at $75.7K in Q1 2023. 189 funds tracked by Wall St. Rank hold FENY as of Q3 2023.

  • Laffer Tengler Investments reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 650 Fidelity MSCI Energy Index ETF shares in Q3 2023, an estimated $14.4K.
  • Laffer Tengler Investments first reported a position in Fidelity MSCI Energy Index ETF in Q1 2023 and held it in 2 quarters.
  • Laffer Tengler Investments's Fidelity MSCI Energy Index ETF position peaked at $75.7K in Q1 2023.
  • 189 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.