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Moneta Group Investment Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Moneta Group Investment Advisors’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
2018
Q1 		– Sell
-1,015
Closed -$35K – 656
2017
Q4 		$35K Buy
+1,015
New +$36.3K 0.01% 292

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FPGK
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LTFS
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Morgan Stanley
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VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SPC
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Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
ECM
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Moneta Group Investment Advisors's FUTY Position: Q1 2018 in Review

Moneta Group Investment Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2018, closing a stake of 1,015 shares — an estimated $35K sold.

Moneta Group Investment Advisors first reported a position in FUTY in Q4 2017 and held it in 1 quarter. The position peaked at $35K in Q4 2017. 44 funds tracked by Wall St. Rank hold FUTY as of Q1 2018.

  • Moneta Group Investment Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,015 Fidelity MSCI Utilities Index ETF shares in Q1 2018, an estimated $35K.
  • Moneta Group Investment Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2017 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Fidelity MSCI Utilities Index ETF position peaked at $35K in Q4 2017.
  • 44 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.