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Old Mission Capital’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Old Mission Capital’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
2022
Q1 		– Sell
-119,644
Closed -$1.82M – 1430
2021
Q4 		$1.82M Buy
119,644
+48,596
+68% +$754K 0.08% 267
2021
Q3 		$1.02M Buy
+71,048
New +$963K 0.04% 379

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Envestnet Asset Management
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Old Mission Capital's FENY Position: Q1 2022 in Review

Old Mission Capital sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2022, closing a stake of 119,644 shares — an estimated $1.82M sold.

Old Mission Capital first reported a position in FENY in Q3 2021 and held it in 2 quarters. The position peaked at $1.82M in Q4 2021. 170 funds tracked by Wall St. Rank hold FENY as of Q1 2022.

  • Old Mission Capital reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2022 after selling out during the quarter.
  • Old Mission Capital sold 119,644 Fidelity MSCI Energy Index ETF shares in Q1 2022, an estimated $1.82M.
  • Old Mission Capital first reported a position in Fidelity MSCI Energy Index ETF in Q3 2021 and held it in 2 quarters.
  • Old Mission Capital's Fidelity MSCI Energy Index ETF position peaked at $1.82M in Q4 2021.
  • 170 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2022.

Based on Old Mission Capital's 13F filing for Q1 2022, filed 13 May 2022.