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Royal Fund Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Royal Fund Management’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
2020
Q2 		– Sell
-311
Closed -$11K – 285
2020
Q1 		$11K Buy
+311
New +$12.9K ﹤0.01% 360

Other funds holding FUTY

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 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
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SSW
Smith Shellnut Wilson Ridgeland, Mississippi $260M AUM 19.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Royal Fund Management's FUTY Position: Q2 2020 in Review

Royal Fund Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2020, closing a stake of 311 shares — an estimated $11K sold.

Royal Fund Management first reported a position in FUTY in Q1 2020 and held it in 1 quarter. The position peaked at $11K in Q1 2020. 119 funds tracked by Wall St. Rank hold FUTY as of Q2 2020.

  • Royal Fund Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2020 after selling out during the quarter.
  • Royal Fund Management sold 311 Fidelity MSCI Utilities Index ETF shares in Q2 2020, an estimated $11K.
  • Royal Fund Management first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2020 and held it in 1 quarter.
  • Royal Fund Management's Fidelity MSCI Utilities Index ETF position peaked at $11K in Q1 2020.
  • 119 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.