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Selective Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Selective Wealth 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
2019
Q4 		– Sell
-6,379
Closed -$271K – 332
2019
Q3 		$271K Buy
+6,379
New +$259K 0.37% 22

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
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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Selective Wealth Management's FUTY Position: Q4 2019 in Review

Selective Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2019, closing a stake of 6,379 shares — an estimated $271K sold.

Selective Wealth Management first reported a position in FUTY in Q3 2019 and held it in 1 quarter. The position peaked at $271K in Q3 2019. 120 funds tracked by Wall St. Rank hold FUTY as of Q4 2019.

  • Selective Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2019 after selling out during the quarter.
  • Selective Wealth Management sold 6,379 Fidelity MSCI Utilities Index ETF shares in Q4 2019, an estimated $271K.
  • Selective Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2019 and held it in 1 quarter.
  • Selective Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $271K in Q3 2019.
  • 120 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2019.

Based on Selective Wealth Management's 13F filing for Q4 2019, filed 10 Jan 2020.