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Reilly Financial Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Reilly Financial Advisors’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
2019
Q1 		– Sell
-600
Closed -$21K – 971
2018
Q4 		$21K Buy
+600
New +$21.5K ﹤0.01% 480
2016
Q1 		– Sell
-400
Closed -$11K – 1217
2015
Q4 		$11K Buy
+400
New +$11.1K ﹤0.01% 746

Other funds holding FUTY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Reilly Financial Advisors's FUTY Position: Q1 2019 in Review

Reilly Financial Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2019, closing a stake of 600 shares — an estimated $21K sold.

Reilly Financial Advisors first reported a position in FUTY in Q4 2015 and held it in 2 quarters. The position peaked at $21K in Q4 2018. 87 funds tracked by Wall St. Rank hold FUTY as of Q1 2019.

  • Reilly Financial Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2019 after selling out during the quarter.
  • Reilly Financial Advisors sold 600 Fidelity MSCI Utilities Index ETF shares in Q1 2019, an estimated $21K.
  • Reilly Financial Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2015 and held it in 2 quarters.
  • Reilly Financial Advisors's Fidelity MSCI Utilities Index ETF position peaked at $21K in Q4 2018.
  • 87 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2019.

Based on Reilly Financial Advisors's 13F filing for Q1 2019, filed 23 Apr 2019.