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Patriot Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Patriot Wealth 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
2016
Q1 		– Sell
-14,830
Closed -$253K – 71
2015
Q4 		$253K Buy
+14,830
New +$277K 0.05% 69

Other funds holding FENY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Patriot Wealth Management's FENY Position: Q1 2016 in Review

Patriot Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2016, closing a stake of 14,830 shares — an estimated $253K sold.

Patriot Wealth Management first reported a position in FENY in Q4 2015 and held it in 1 quarter. The position peaked at $253K in Q4 2015. 44 funds tracked by Wall St. Rank hold FENY as of Q1 2016.

  • Patriot Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2016 after selling out during the quarter.
  • Patriot Wealth Management sold 14,830 Fidelity MSCI Energy Index ETF shares in Q1 2016, an estimated $253K.
  • Patriot Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2015 and held it in 1 quarter.
  • Patriot Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $253K in Q4 2015.
  • 44 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2016.

Based on Patriot Wealth Management's 13F filing for Q1 2016, filed 19 Apr 2016.