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Lavaca Capital’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Lavaca Capital’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
2019
Q2 		– Sell
-1,000
Closed -$18K – 179
2019
Q1 		$18K Hold
1,000
– – 0.02% 223
2018
Q4 		$16K Buy
+1,000
New +$18.5K 0.02% 202

Other funds holding FENY

VC
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

Lavaca Capital's FENY Position: Q2 2019 in Review

Lavaca Capital sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2019, closing a stake of 1,000 shares — an estimated $18K sold.

Lavaca Capital first reported a position in FENY in Q4 2018 and held it in 2 quarters. The position peaked at $18K in Q1 2019. 86 funds tracked by Wall St. Rank hold FENY as of Q2 2019.

  • Lavaca Capital reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2019 after selling out during the quarter.
  • Lavaca Capital sold 1,000 Fidelity MSCI Energy Index ETF shares in Q2 2019, an estimated $18K.
  • Lavaca Capital first reported a position in Fidelity MSCI Energy Index ETF in Q4 2018 and held it in 2 quarters.
  • Lavaca Capital's Fidelity MSCI Energy Index ETF position peaked at $18K in Q1 2019.
  • 86 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2019.

Based on Lavaca Capital's 13F filing for Q2 2019, filed 29 Jul 2019.