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Meitav Investment House’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Meitav Investment House’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
Q1 		– Sell
-6,450
Closed -$273K – 407
2019
Q4 		$273K Sell
6,450
-950
-13% -$39.5K 0.02% 354
2019
Q3 		$314K Buy
7,400
+700
+10% +$28.4K 0.02% 323
2019
Q2 		$262K Buy
+6,700
New +$259K 0.02% 355

Other funds holding FUTY

EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SSW
Smith Shellnut Wilson Ridgeland, Mississippi $260M AUM 19.19% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Meitav Investment House's FUTY Position: Q1 2020 in Review

Meitav Investment House sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2020, closing a stake of 6,450 shares — an estimated $273K sold.

Meitav Investment House first reported a position in FUTY in Q2 2019 and held it in 3 quarters. The position peaked at $314K in Q3 2019. 124 funds tracked by Wall St. Rank hold FUTY as of Q1 2020.

  • Meitav Investment House reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2020 after selling out during the quarter.
  • Meitav Investment House sold 6,450 Fidelity MSCI Utilities Index ETF shares in Q1 2020, an estimated $273K.
  • Meitav Investment House first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2019 and held it in 3 quarters.
  • Meitav Investment House's Fidelity MSCI Utilities Index ETF position peaked at $314K in Q3 2019.
  • 124 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2020.

Based on Meitav Investment House's 13F filing for Q1 2020, filed 11 May 2020.