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Perigon Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Perigon Wealth Management’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
2016
Q4 		– Sell
-168
Closed -$5K – 721
2016
Q3 		$5K Buy
+168
New +$5.5K ﹤0.01% 558

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SPC
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Perigon Wealth Management's FUTY Position: Q4 2016 in Review

Perigon Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2016, closing a stake of 168 shares — an estimated $5K sold.

Perigon Wealth Management first reported a position in FUTY in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 34 funds tracked by Wall St. Rank hold FUTY as of Q4 2016.

  • Perigon Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2016 after selling out during the quarter.
  • Perigon Wealth Management sold 168 Fidelity MSCI Utilities Index ETF shares in Q4 2016, an estimated $5K.
  • Perigon Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2016 and held it in 1 quarter.
  • Perigon Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $5K in Q3 2016.
  • 34 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2016.

Based on Perigon Wealth Management's 13F filing for Q4 2016, filed 7 Mar 2017.