TRUE Private Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

TRUE Private Wealth 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
2018 Q4	–	Sell	-140	Closed	-$2.98K	–	482
2018 Q3	$2.98K	Buy	+140	New	+$2.94K	﹤0.01%	978
2017 Q1	–	Sell	-457,198	Closed	-$9.29M	–	148
2016 Q4	$9.29M	Buy	+457,198	New	+$9.28M	2.27%	14

Other funds holding FENY

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

CIA

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

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

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

VCM

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

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

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

TRUE Private Wealth Advisors's FENY Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2018, closing a stake of 140 shares — an estimated $2.98K sold.

TRUE Private Wealth Advisors first reported a position in FENY in Q4 2016 and held it in 2 quarters. The position peaked at $9.29M in Q4 2016. 91 funds tracked by Wall St. Rank hold FENY as of Q4 2018.

TRUE Private Wealth Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2018 after selling out during the quarter.
TRUE Private Wealth Advisors sold 140 Fidelity MSCI Energy Index ETF shares in Q4 2018, an estimated $2.98K.
TRUE Private Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2016 and held it in 2 quarters.
TRUE Private Wealth Advisors's Fidelity MSCI Energy Index ETF position peaked at $9.29M in Q4 2016.
91 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.