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

United Capital 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
2020
Q1 		– Sell
-6,789
Closed -$287K – 1256
2019
Q4 		$287K Buy
+6,789
New +$283K ﹤0.01% 1153

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SSW
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United Capital Financial Advisors's FUTY Position: Q1 2020 in Review

United Capital Financial Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2020, closing a stake of 6,789 shares — an estimated $287K sold.

United Capital Financial Advisors first reported a position in FUTY in Q4 2019 and held it in 1 quarter. The position peaked at $287K in Q4 2019. 124 funds tracked by Wall St. Rank hold FUTY as of Q1 2020.

  • United Capital Financial Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,789 Fidelity MSCI Utilities Index ETF shares in Q1 2020, an estimated $287K.
  • United Capital Financial Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's Fidelity MSCI Utilities Index ETF position peaked at $287K in Q4 2019.
  • 124 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.