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Sequoia Financial Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Sequoia Financial 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
Q2 		– Sell
-10,090
Closed -$386K – 378
2019
Q1 		$386K Buy
+10,090
New +$370K 0.03% 232
2018
Q4 		– Sell
-6,632
Closed -$231K – 311
2018
Q3 		$231K Buy
+6,632
New +$232K 0.02% 274

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
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Sequoia Financial Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2019, closing a stake of 10,090 shares — an estimated $386K sold.

Sequoia Financial Advisors first reported a position in FUTY in Q3 2018 and held it in 2 quarters. The position peaked at $386K in Q1 2019. 96 funds tracked by Wall St. Rank hold FUTY as of Q2 2019.

  • Sequoia Financial Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2019 after selling out during the quarter.
  • Sequoia Financial Advisors sold 10,090 Fidelity MSCI Utilities Index ETF shares in Q2 2019, an estimated $386K.
  • Sequoia Financial Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2018 and held it in 2 quarters.
  • Sequoia Financial Advisors's Fidelity MSCI Utilities Index ETF position peaked at $386K in Q1 2019.
  • 96 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2019.

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