MSA
FUTY icon

Marino Stram & Associates’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Marino Stram & Associates’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
2019
Q2 		– Sell
-2,671
Closed -$102K – 262
2019
Q1 		$102K Sell
2,671
-1,323
-33% -$48.5K 0.07% 119
2018
Q4 		$139K Buy
3,994
+936
+31% +$33.5K 0.12% 86
2018
Q3 		$106K Buy
+3,058
New +$107K 0.08% 124
2018
Q1 		– Sell
-2,522
Closed -$87K – 473
2017
Q4 		$87K Buy
+2,522
New +$90.1K 0.08% 130

Other funds holding FUTY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Marino Stram & Associates's FUTY Position: Q2 2019 in Review

Marino Stram & Associates sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2019, closing a stake of 2,671 shares — an estimated $102K sold.

Marino Stram & Associates first reported a position in FUTY in Q4 2017 and held it in 4 quarters. The position peaked at $139K in Q4 2018. 96 funds tracked by Wall St. Rank hold FUTY as of Q2 2019.

  • Marino Stram & Associates reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 2,671 Fidelity MSCI Utilities Index ETF shares in Q2 2019, an estimated $102K.
  • Marino Stram & Associates first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2017 and held it in 4 quarters.
  • Marino Stram & Associates's Fidelity MSCI Utilities Index ETF position peaked at $139K in Q4 2018.
  • 96 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.