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

Rehmann Capital 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 Q4	–	Sell	-1,300	Closed	-$27.7K	–	1919
2018 Q3	$27.7K	Hold	1,300	–	–	﹤0.01%	1015
2018 Q2	$27.6K	Buy	1,300 +404	+45%	+$8.36K	﹤0.01%	996
2018 Q1	$17K	Buy	+896	New	+$17.6K	﹤0.01%	1125

Other funds holding FENY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Rehmann Capital Advisory Group's FENY Position: Q4 2018 in Review

Rehmann Capital Advisory Group sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2018, closing a stake of 1,300 shares — an estimated $27.7K sold.

Rehmann Capital Advisory Group first reported a position in FENY in Q1 2018 and held it in 3 quarters. The position peaked at $27.7K in Q3 2018. 91 funds tracked by Wall St. Rank hold FENY as of Q4 2018.

Rehmann Capital Advisory Group reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2018 after selling out during the quarter.
Rehmann Capital Advisory Group sold 1,300 Fidelity MSCI Energy Index ETF shares in Q4 2018, an estimated $27.7K.
Rehmann Capital Advisory Group first reported a position in Fidelity MSCI Energy Index ETF in Q1 2018 and held it in 3 quarters.
Rehmann Capital Advisory Group's Fidelity MSCI Energy Index ETF position peaked at $27.7K in Q3 2018.
91 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2018.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2018, filed 12 Feb 2019.