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MassMutual Private Wealth & Trust’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

MassMutual Private Wealth & Trust’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
2017
Q4 		– Sell
-20,910
Closed -$396K – 932
2017
Q3 		$396K Buy
+20,910
New +$376K 0.03% 262

Other funds holding FENY

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

MassMutual Private Wealth & Trust's FENY Position: Q4 2017 in Review

MassMutual Private Wealth & Trust sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2017, closing a stake of 20,910 shares — an estimated $396K sold.

MassMutual Private Wealth & Trust first reported a position in FENY in Q3 2017 and held it in 1 quarter. The position peaked at $396K in Q3 2017. 70 funds tracked by Wall St. Rank hold FENY as of Q4 2017.

  • MassMutual Private Wealth & Trust reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2017 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 20,910 Fidelity MSCI Energy Index ETF shares in Q4 2017, an estimated $396K.
  • MassMutual Private Wealth & Trust first reported a position in Fidelity MSCI Energy Index ETF in Q3 2017 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Fidelity MSCI Energy Index ETF position peaked at $396K in Q3 2017.
  • 70 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2017, filed 21 Feb 2018.