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Pinnacle Advisory Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Pinnacle Advisory Group’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
2018
Q1 		– Sell
-20,185
Closed -$405K – 195
2017
Q4 		$405K Buy
+20,185
New +$385K 0.02% 151

Other funds holding FENY

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pinnacle Advisory Group's FENY Position: Q1 2018 in Review

Pinnacle Advisory Group sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2018, closing a stake of 20,185 shares — an estimated $405K sold.

Pinnacle Advisory Group first reported a position in FENY in Q4 2017 and held it in 1 quarter. The position peaked at $405K in Q4 2017. 77 funds tracked by Wall St. Rank hold FENY as of Q1 2018.

  • Pinnacle Advisory Group reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2018 after selling out during the quarter.
  • Pinnacle Advisory Group sold 20,185 Fidelity MSCI Energy Index ETF shares in Q1 2018, an estimated $405K.
  • Pinnacle Advisory Group first reported a position in Fidelity MSCI Energy Index ETF in Q4 2017 and held it in 1 quarter.
  • Pinnacle Advisory Group's Fidelity MSCI Energy Index ETF position peaked at $405K in Q4 2017.
  • 77 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2018.

Based on Pinnacle Advisory Group's 13F filing for Q1 2018, filed 17 Apr 2018.