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Raub Brock Capital Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Raub Brock Capital 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
2020
Q3 		– Sell
-6,250
Closed -$228K – 55
2020
Q2 		$228K Sell
6,250
-7,000
-53% -$261K 0.04% 47
2020
Q1 		$476K Buy
+13,250
New +$551K 0.1% 36

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EC
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Envestnet Asset Management
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MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Cambridge Investment Research Advisors
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Lido Advisors
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Raub Brock Capital Management's FUTY Position: Q3 2020 in Review

Raub Brock Capital Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2020, closing a stake of 6,250 shares — an estimated $228K sold.

Raub Brock Capital Management first reported a position in FUTY in Q1 2020 and held it in 2 quarters. The position peaked at $476K in Q1 2020. 122 funds tracked by Wall St. Rank hold FUTY as of Q3 2020.

  • Raub Brock Capital Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2020 after selling out during the quarter.
  • Raub Brock Capital Management sold 6,250 Fidelity MSCI Utilities Index ETF shares in Q3 2020, an estimated $228K.
  • Raub Brock Capital Management first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2020 and held it in 2 quarters.
  • Raub Brock Capital Management's Fidelity MSCI Utilities Index ETF position peaked at $476K in Q1 2020.
  • 122 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2020.

Based on Raub Brock Capital Management's 13F filing for Q3 2020, filed 23 Oct 2020.