Rikoon Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Rikoon Group’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
2021 Q1	$395K	Buy	9,529 +2,302	+32%	+$92.8K	0.11%	161
2020 Q4	$293K	Buy	7,227 +101	+1%	+$4.11K	0.08%	188
2020 Q3	$270K	Sell	7,126 -1,000	-12%	-$38.2K	0.08%	182
2020 Q2	$296K	Buy	8,126 +340	+4%	+$12.7K	0.1%	165
2020 Q1	$280K	Buy	7,786 +51	+0.7%	+$2.12K	0.12%	148
2019 Q4	$327K	Buy	7,735 +2,560	+49%	+$107K	0.11%	159
2019 Q3	$220K	Buy	+5,175	New	+$210K	0.08%	190

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MFM

Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

Rikoon Group's FUTY Position: Q1 2021 in Review

Rikoon Group increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 32% in Q1 2021, buying an estimated $92.8K and bringing the position to 9,529 shares worth $395K. The position accounts for 0.11% of the portfolio, ranked #161.

Rikoon Group first reported a position in FUTY in Q3 2019 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold FUTY as of Q1 2021.

Rikoon Group held 9,529 shares of Fidelity MSCI Utilities Index ETF worth $395K as of Q1 2021.
Rikoon Group bought 2,302 Fidelity MSCI Utilities Index ETF shares in Q1 2021, an estimated $92.8K.
Fidelity MSCI Utilities Index ETF made up 0.11% of Rikoon Group's portfolio in Q1 2021, its #161 holding.
Rikoon Group first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2019 and has held it in 7 quarters since.
147 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.