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MKD Wealth Coaches’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

MKD Wealth Coaches’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
2019
Q3 		– Sell
-56
Closed -$1K – 105
2019
Q2 		$1K Hold
56
– – ﹤0.01% 196
2019
Q1 		$1K Buy
56
+10
+22% +$176 ﹤0.01% 179
2018
Q4 		$1K Buy
+46
New +$853 ﹤0.01% 156

Other funds holding FENY

VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

MKD Wealth Coaches's FENY Position: Q3 2019 in Review

MKD Wealth Coaches sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2019, closing a stake of 56 shares — an estimated $1K sold.

MKD Wealth Coaches first reported a position in FENY in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 83 funds tracked by Wall St. Rank hold FENY as of Q3 2019.

  • MKD Wealth Coaches reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 56 Fidelity MSCI Energy Index ETF shares in Q3 2019, an estimated $1K.
  • MKD Wealth Coaches first reported a position in Fidelity MSCI Energy Index ETF in Q4 2018 and held it in 3 quarters.
  • MKD Wealth Coaches's Fidelity MSCI Energy Index ETF position peaked at $1K in Q2 2019.
  • 83 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.