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River Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

River Wealth 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
-473
Closed -$16K – 273
2018
Q4 		$16K Buy
473
+26
+6% +$931 0.01% 365
2018
Q3 		$16K Buy
447
+84
+23% +$2.94K 0.01% 399
2018
Q2 		$12K Buy
+363
New +$12K ﹤0.01% 427

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

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

River Wealth Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2019, closing a stake of 473 shares — an estimated $16K sold.

River Wealth Advisors first reported a position in FUTY in Q2 2018 and held it in 3 quarters. The position peaked at $16K in Q4 2018. 87 funds tracked by Wall St. Rank hold FUTY as of Q1 2019.

  • River Wealth Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 473 Fidelity MSCI Utilities Index ETF shares in Q1 2019, an estimated $16K.
  • River Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $16K in Q4 2018.
  • 87 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2019.

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