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Richard C. Young & Co’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Richard C. Young & Co’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
Q1 		– Sell
-68,046
Closed -$1.09M – 78
2019
Q4 		$1.09M Buy
+68,046
New +$1.07M 0.18% 61

Other funds holding FENY

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CIA
CSat Investment Advisory Detroit, Michigan $119M AUM 77.51% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 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 $94.2B AUM 21.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Richard C. Young & Co's FENY Position: Q1 2020 in Review

Richard C. Young & Co sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2020, closing a stake of 68,046 shares — an estimated $1.09M sold.

Richard C. Young & Co first reported a position in FENY in Q4 2019 and held it in 1 quarter. The position peaked at $1.09M in Q4 2019. 97 funds tracked by Wall St. Rank hold FENY as of Q1 2020.

  • Richard C. Young & Co reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2020 after selling out during the quarter.
  • Richard C. Young & Co sold 68,046 Fidelity MSCI Energy Index ETF shares in Q1 2020, an estimated $1.09M.
  • Richard C. Young & Co first reported a position in Fidelity MSCI Energy Index ETF in Q4 2019 and held it in 1 quarter.
  • Richard C. Young & Co's Fidelity MSCI Energy Index ETF position peaked at $1.09M in Q4 2019.
  • 97 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2020.

Based on Richard C. Young & Co's 13F filing for Q1 2020, filed 11 May 2020.