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Planning Directions’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Planning Directions’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
-46,882
Closed -$353K – 69
2020
Q1 		$353K Buy
+46,882
New +$587K 0.5% 43

Other funds holding FENY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Planning Directions's FENY Position: Q2 2020 in Review

Planning Directions sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2020, closing a stake of 46,882 shares — an estimated $353K sold.

Planning Directions first reported a position in FENY in Q1 2020 and held it in 1 quarter. The position peaked at $353K in Q1 2020. 93 funds tracked by Wall St. Rank hold FENY as of Q2 2020.

  • Planning Directions reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2020 after selling out during the quarter.
  • Planning Directions sold 46,882 Fidelity MSCI Energy Index ETF shares in Q2 2020, an estimated $353K.
  • Planning Directions first reported a position in Fidelity MSCI Energy Index ETF in Q1 2020 and held it in 1 quarter.
  • Planning Directions's Fidelity MSCI Energy Index ETF position peaked at $353K in Q1 2020.
  • 93 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2020.

Based on Planning Directions's 13F filing for Q2 2020, filed 21 Jul 2020.