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Spectrum Management Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Spectrum Management Group’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
Q4 		– Sell
-155
Closed -$6K – 240
2020
Q3 		$6K Sell
155
-41,320
-100% -$1.58M ﹤0.01% 225
2020
Q2 		$1.51M Buy
+41,475
New +$1.55M 0.38% 69

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Spectrum Management Group's FUTY Position: Q4 2020 in Review

Spectrum Management Group sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2020, closing a stake of 155 shares — an estimated $6K sold.

Spectrum Management Group first reported a position in FUTY in Q2 2020 and held it in 2 quarters. The position peaked at $1.51M in Q2 2020. 140 funds tracked by Wall St. Rank hold FUTY as of Q4 2020.

  • Spectrum Management Group reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2020 after selling out during the quarter.
  • Spectrum Management Group sold 155 Fidelity MSCI Utilities Index ETF shares in Q4 2020, an estimated $6K.
  • Spectrum Management Group first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2020 and held it in 2 quarters.
  • Spectrum Management Group's Fidelity MSCI Utilities Index ETF position peaked at $1.51M in Q2 2020.
  • 140 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2020.

Based on Spectrum Management Group's 13F filing for Q4 2020, filed 9 Feb 2021.