MV Capital Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

MV Capital 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 Q2	–	Sell	-3,514	Closed	-$26K	–	304
2020 Q1	$26K	Buy	3,514 +56	+2%	+$701	0.01%	177
2019 Q4	$55K	Buy	3,458 +123	+4%	+$1.93K	0.01%	156
2019 Q3	$53K	Buy	3,335 +30	+0.9%	+$485	0.01%	158
2019 Q2	$57K	Buy	3,305 +30	+0.9%	+$523	0.01%	149
2019 Q1	$59K	Buy	3,275 +24	+0.7%	+$421	0.01%	143
2018 Q4	$51K	Buy	+3,251	New	+$60.3K	0.01%	157

Other funds holding FENY

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MV Capital Management's FENY Position: Q2 2020 in Review

MV Capital Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2020, closing a stake of 3,514 shares — an estimated $26K sold.

MV Capital Management first reported a position in FENY in Q4 2018 and held it in 6 quarters. The position peaked at $59K in Q1 2019. 93 funds tracked by Wall St. Rank hold FENY as of Q2 2020.

MV Capital Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2020 after selling out during the quarter.
MV Capital Management sold 3,514 Fidelity MSCI Energy Index ETF shares in Q2 2020, an estimated $26K.
MV Capital Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2018 and held it in 6 quarters.
MV Capital Management's Fidelity MSCI Energy Index ETF position peaked at $59K in Q1 2019.
93 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2020.

Based on MV Capital Management's 13F filing for Q2 2020, filed 4 Aug 2020.