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

LifePlan Financial Group’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
2020
Q3 		– Sell
-843
Closed -$31K – 583
2020
Q2 		$31K Hold
843
– – 0.01% 283
2020
Q1 		$30K Hold
843
– – 0.02% 273
2019
Q4 		$36K Buy
+843
New +$35.1K 0.02% 281

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LifePlan Financial Group's FUTY Position: Q3 2020 in Review

LifePlan Financial Group sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2020, closing a stake of 843 shares — an estimated $31K sold.

LifePlan Financial Group first reported a position in FUTY in Q4 2019 and held it in 3 quarters. The position peaked at $36K in Q4 2019. 122 funds tracked by Wall St. Rank hold FUTY as of Q3 2020.

  • LifePlan Financial Group reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2020 after selling out during the quarter.
  • LifePlan Financial Group sold 843 Fidelity MSCI Utilities Index ETF shares in Q3 2020, an estimated $31K.
  • LifePlan Financial Group first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and held it in 3 quarters.
  • LifePlan Financial Group's Fidelity MSCI Utilities Index ETF position peaked at $36K in Q4 2019.
  • 122 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.