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Macroview Investment Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Macroview Investment Management’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
2018
Q4 		– Sell
-379
Closed -$8K – 344
2018
Q3 		$8K Sell
379
-398
-51% -$8.35K 0.03% 131
2018
Q2 		$17K Hold
777
– – 0.06% 107
2018
Q1 		$15K Buy
+777
New +$15.2K 0.05% 99

Other funds holding FENY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Macroview Investment Management's FENY Position: Q4 2018 in Review

Macroview Investment Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2018, closing a stake of 379 shares — an estimated $8K sold.

Macroview Investment Management first reported a position in FENY in Q1 2018 and held it in 3 quarters. The position peaked at $17K in Q2 2018. 91 funds tracked by Wall St. Rank hold FENY as of Q4 2018.

  • Macroview Investment Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2018 after selling out during the quarter.
  • Macroview Investment Management sold 379 Fidelity MSCI Energy Index ETF shares in Q4 2018, an estimated $8K.
  • Macroview Investment Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2018 and held it in 3 quarters.
  • Macroview Investment Management's Fidelity MSCI Energy Index ETF position peaked at $17K in Q2 2018.
  • 91 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2018.

Based on Macroview Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.