Sequoia Financial Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Sequoia Financial 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 Q2	–	Sell	-17,302	Closed	-$313K	–	377
2019 Q1	$313K	Buy	+17,302	New	+$304K	0.03%	261
2018 Q4	–	Sell	-11,403	Closed	-$243K	–	307
2018 Q3	$243K	Buy	11,403 +1,066	+10%	+$22.4K	0.02%	263
2018 Q2	$220K	Buy	+10,337	New	+$214K	0.02%	280

Other funds holding FENY

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

Sequoia Financial Advisors's FENY Position: Q2 2019 in Review

Sequoia Financial Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2019, closing a stake of 17,302 shares — an estimated $313K sold.

Sequoia Financial Advisors first reported a position in FENY in Q2 2018 and held it in 3 quarters. The position peaked at $313K in Q1 2019. 86 funds tracked by Wall St. Rank hold FENY as of Q2 2019.

Sequoia Financial Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2019 after selling out during the quarter.
Sequoia Financial Advisors sold 17,302 Fidelity MSCI Energy Index ETF shares in Q2 2019, an estimated $313K.
Sequoia Financial Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q2 2018 and held it in 3 quarters.
Sequoia Financial Advisors's Fidelity MSCI Energy Index ETF position peaked at $313K in Q1 2019.
86 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2019.

Based on Sequoia Financial Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.