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

Mirsky 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
2020 Q1	–	Sell	-47,559	Closed	-$761K	–	35
2019 Q4	$761K	Sell	47,559 -87,235	-65%	-$1.37M	0.49%	27
2019 Q3	$2.12M	Buy	134,794 +4,095	+3%	+$66.2K	1.52%	18
2019 Q2	$2.25M	Buy	130,699 +5,100	+4%	+$88.9K	1.69%	19
2019 Q1	$2.27M	Buy	125,599 +31,275	+33%	+$549K	1.77%	19
2018 Q4	$1.47M	Buy	+94,324	New	+$1.75M	1.29%	18

Other funds holding FENY

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

CIA

CSat Investment Advisory Detroit, Michigan $119M AUM 77.51% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirsky Financial Management's FENY Position: Q1 2020 in Review

Mirsky Financial Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2020, closing a stake of 47,559 shares — an estimated $761K sold.

Mirsky Financial Management first reported a position in FENY in Q4 2018 and held it in 5 quarters. The position peaked at $2.27M in Q1 2019. 97 funds tracked by Wall St. Rank hold FENY as of Q1 2020.

Mirsky Financial Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2020 after selling out during the quarter.
Mirsky Financial Management sold 47,559 Fidelity MSCI Energy Index ETF shares in Q1 2020, an estimated $761K.
Mirsky Financial Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2018 and held it in 5 quarters.
Mirsky Financial Management's Fidelity MSCI Energy Index ETF position peaked at $2.27M in Q1 2019.
97 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2020.

Based on Mirsky Financial Management's 13F filing for Q1 2020, filed 14 May 2020.