LI
FUTY icon

LVZ Inc’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

LVZ Inc’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
-10,150
Closed -$370K – 89
2020
Q2 		$370K Buy
+10,150
New +$378K 0.08% 60

Other funds holding FUTY

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LVZ Inc's FUTY Position: Q3 2020 in Review

LVZ Inc sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2020, closing a stake of 10,150 shares — an estimated $370K sold.

LVZ Inc first reported a position in FUTY in Q2 2020 and held it in 1 quarter. The position peaked at $370K in Q2 2020. 122 funds tracked by Wall St. Rank hold FUTY as of Q3 2020.

  • LVZ Inc reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2020 after selling out during the quarter.
  • LVZ Inc sold 10,150 Fidelity MSCI Utilities Index ETF shares in Q3 2020, an estimated $370K.
  • LVZ Inc first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2020 and held it in 1 quarter.
  • LVZ Inc's Fidelity MSCI Utilities Index ETF position peaked at $370K in Q2 2020.
  • 122 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2020.

Based on LVZ Inc's 13F filing for Q3 2020, filed 28 Oct 2020.