Risk Paradigm Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Risk Paradigm 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 Q2	–	Sell	-907	Closed	-$17K	–	129
2018 Q1	$17K	Hold	907	–	–	0.02%	195
2017 Q4	$18.2K	Hold	907	–	–	0.02%	222
2017 Q3	$17.2K	Hold	907	–	–	0.02%	206
2017 Q2	$16.3K	Sell	907 -263	-22%	-$4.92K	0.02%	202
2017 Q1	$23K	Sell	1,170 -9,052	-89%	-$183K	0.03%	190
2016 Q4	$217K	Sell	10,222 -2,797	-21%	-$56.8K	0.24%	88
2016 Q3	$258K	Buy	13,019 +995	+8%	+$19.2K	0.19%	96
2016 Q2	$233K	Sell	12,024 -3,143	-21%	-$58.9K	0.32%	80
2016 Q1	$266K	Buy	+15,167	New	+$249K	0.34%	58

Other funds holding FENY

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Bank of America

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

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return