RPg Family Wealth Advisory’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

RPg Family Wealth Advisory’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
2022 Q2	–	Sell	-348	Closed	-$7.29K	–	154
2022 Q1	$7.29K	Buy	+348	New	+$6.54K	﹤0.01%	287
2020 Q1	–	Sell	-907	Closed	-$14.5K	–	263
2019 Q4	$14.5K	Hold	907	–	–	0.01%	239
2019 Q3	$14.3K	Hold	907	–	–	0.01%	258
2019 Q2	$15.6K	Hold	907	–	–	0.01%	246
2019 Q1	$16.4K	Hold	907	–	–	0.01%	248
2018 Q4	$14.2K	Hold	907	–	–	0.01%	194
2018 Q3	$19.3K	Hold	907	–	–	0.01%	183
2018 Q2	$19.3K	Buy	+907	New	+$18.8K	0.02%	173
2017 Q1	–	Sell	-7,922	Closed	-$168K	–	295
2016 Q4	$168K	Sell	7,922 -33	-0.4%	-$670	0.14%	62
2016 Q3	$158K	Sell	7,955 -1,927	-20%	-$37.2K	0.11%	68
2016 Q2	$192K	Buy	9,882 +655	+7%	+$12.3K	0.08%	64
2016 Q1	$162K	Buy	+9,227	New	+$152K	0.13%	70

Other funds holding FENY

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

RPg Family Wealth Advisory's FENY Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2022, closing a stake of 348 shares — an estimated $7.29K sold.

RPg Family Wealth Advisory first reported a position in FENY in Q1 2016 and held it in 12 quarters. The position peaked at $192K in Q2 2016. 177 funds tracked by Wall St. Rank hold FENY as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 348 Fidelity MSCI Energy Index ETF shares in Q2 2022, an estimated $7.29K.
RPg Family Wealth Advisory first reported a position in Fidelity MSCI Energy Index ETF in Q1 2016 and held it in 12 quarters.
RPg Family Wealth Advisory's Fidelity MSCI Energy Index ETF position peaked at $192K in Q2 2016.
177 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.