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Reilly Financial Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		– Sell
-250
Closed -$4K – 1138
2021
Q3 		$4K Buy
+250
New +$3.39K ﹤0.01% 777

Other funds holding FENY

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BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HWA
Hilltop Wealth Advisors Chapel Hill, North Carolina $167M AUM 18.27% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Reilly Financial Advisors's FENY Position: Q4 2021 in Review

Reilly Financial Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2021, closing a stake of 250 shares — an estimated $4K sold.

Reilly Financial Advisors first reported a position in FENY in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 149 funds tracked by Wall St. Rank hold FENY as of Q4 2021.

  • Reilly Financial Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 250 Fidelity MSCI Energy Index ETF shares in Q4 2021, an estimated $4K.
  • Reilly Financial Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q3 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's Fidelity MSCI Energy Index ETF position peaked at $4K in Q3 2021.
  • 149 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.