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Mid Atlantic Financial Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$268K Buy
18,576
+1,843
+11% +$25K 0.02% 706
2021
Q2 		$247K Buy
+16,733
New +$236K 0.02% 746

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWA
Hilltop Wealth Advisors Chapel Hill, North Carolina $167M AUM 18.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Mid Atlantic Financial Management's FENY Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Fidelity MSCI Energy Index ETF (FENY) stake by 11% in Q3 2021, buying an estimated $25K and bringing the position to 18,576 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #706.

Mid Atlantic Financial Management first reported a position in FENY in Q2 2021 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold FENY as of Q3 2021.

  • Mid Atlantic Financial Management held 18,576 shares of Fidelity MSCI Energy Index ETF worth $268K as of Q3 2021.
  • Mid Atlantic Financial Management bought 1,843 Fidelity MSCI Energy Index ETF shares in Q3 2021, an estimated $25K.
  • Fidelity MSCI Energy Index ETF made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #706 holding.
  • Mid Atlantic Financial Management first reported a position in Fidelity MSCI Energy Index ETF in Q2 2021 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.