Lehman & Derafelo Financial Resources’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Lehman & Derafelo Financial Resources’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
2021 Q2	–	Sell	-900	Closed	-$12K	–	226
2021 Q1	$12K	Hold	900	–	–	﹤0.01%	190
2020 Q4	$9K	Hold	900	–	–	﹤0.01%	194
2020 Q3	$7K	Hold	900	–	–	﹤0.01%	239
2020 Q2	$9K	Hold	900	–	–	﹤0.01%	215
2020 Q1	$7K	Hold	900	–	–	﹤0.01%	161
2019 Q4	$14K	Buy	+900	New	+$14.1K	0.01%	167

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HWA

Hilltop Wealth Advisors Chapel Hill, North Carolina $202M AUM 24.55% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lehman & Derafelo Financial Resources's FENY Position: Q2 2021 in Review

Lehman & Derafelo Financial Resources sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2021, closing a stake of 900 shares — an estimated $12K sold.

Lehman & Derafelo Financial Resources first reported a position in FENY in Q4 2019 and held it in 6 quarters. The position peaked at $14K in Q4 2019. 123 funds tracked by Wall St. Rank hold FENY as of Q2 2021.

Lehman & Derafelo Financial Resources reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2021 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 900 Fidelity MSCI Energy Index ETF shares in Q2 2021, an estimated $12K.
Lehman & Derafelo Financial Resources first reported a position in Fidelity MSCI Energy Index ETF in Q4 2019 and held it in 6 quarters.
Lehman & Derafelo Financial Resources's Fidelity MSCI Energy Index ETF position peaked at $14K in Q4 2019.
123 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2021, filed 19 Jul 2021.