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River Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-1,831
Closed -$29K – 256
2018
Q4 		$29K Sell
1,831
-40
-2% -$742 0.01% 306
2018
Q3 		$40K Buy
1,871
+318
+20% +$6.67K 0.01% 303
2018
Q2 		$33K Buy
+1,553
New +$32.1K 0.01% 309

Other funds holding FENY

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

River Wealth Advisors's FENY Position: Q1 2019 in Review

River Wealth Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2019, closing a stake of 1,831 shares — an estimated $29K sold.

River Wealth Advisors first reported a position in FENY in Q2 2018 and held it in 3 quarters. The position peaked at $40K in Q3 2018. 99 funds tracked by Wall St. Rank hold FENY as of Q1 2019.

  • River Wealth Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 1,831 Fidelity MSCI Energy Index ETF shares in Q1 2019, an estimated $29K.
  • River Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Fidelity MSCI Energy Index ETF position peaked at $40K in Q3 2018.
  • 99 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.