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

SVB Wealth’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
-5,818
Closed -$221K – 871
2020
Q3 		$221K Sell
5,818
-2,386
-29% -$91K ﹤0.01% 613
2020
Q2 		$299K Sell
8,204
-6,221
-43% -$232K 0.01% 456
2020
Q1 		$518K Sell
14,425
-7,329
-34% -$305K 0.01% 308
2019
Q4 		$920K Sell
21,754
-209
-1% -$8.7K 0.02% 313
2019
Q3 		$933K Sell
21,963
-4,517
-17% -$183K 0.02% 289
2019
Q2 		$1.04M Buy
+26,480
New +$1.02M 0.03% 274

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

SVB Wealth's FUTY Position: Q4 2020 in Review

SVB Wealth sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2020, closing a stake of 5,818 shares — an estimated $221K sold.

SVB Wealth first reported a position in FUTY in Q2 2019 and held it in 6 quarters. The position peaked at $1.04M in Q2 2019. 140 funds tracked by Wall St. Rank hold FUTY as of Q4 2020.

  • SVB Wealth reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2020 after selling out during the quarter.
  • SVB Wealth sold 5,818 Fidelity MSCI Utilities Index ETF shares in Q4 2020, an estimated $221K.
  • SVB Wealth first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2019 and held it in 6 quarters.
  • SVB Wealth's Fidelity MSCI Utilities Index ETF position peaked at $1.04M in Q2 2019.
  • 140 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2020.

Based on SVB Wealth's 13F filing for Q4 2020, filed 10 Feb 2021.