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Moisand Fitzgerald Tamayo’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Moisand Fitzgerald Tamayo’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
-3,300
Closed -$140K – 266
2019
Q4 		$140K Buy
+3,300
New +$137K 0.07% 86

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EC
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MIS
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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

Moisand Fitzgerald Tamayo's FUTY Position: Q1 2020 in Review

Moisand Fitzgerald Tamayo sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2020, closing a stake of 3,300 shares — an estimated $140K sold.

Moisand Fitzgerald Tamayo first reported a position in FUTY in Q4 2019 and held it in 1 quarter. The position peaked at $140K in Q4 2019. 124 funds tracked by Wall St. Rank hold FUTY as of Q1 2020.

  • Moisand Fitzgerald Tamayo reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2020 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 3,300 Fidelity MSCI Utilities Index ETF shares in Q1 2020, an estimated $140K.
  • Moisand Fitzgerald Tamayo first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's Fidelity MSCI Utilities Index ETF position peaked at $140K in Q4 2019.
  • 124 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2020.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2020, filed 13 May 2020.