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Valley Brook Capital Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Valley Brook Capital 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
2021
Q2 		– Sell
-150
Closed -$6K – 223
2021
Q1 		$6K Hold
150
– – 0.01% 390
2020
Q4 		$6K Buy
+150
New +$6.1K 0.01% 350

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Valley Brook Capital Group's FUTY Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2021, closing a stake of 150 shares — an estimated $6K sold.

Valley Brook Capital Group first reported a position in FUTY in Q4 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 138 funds tracked by Wall St. Rank hold FUTY as of Q2 2021.

  • Valley Brook Capital Group reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 150 Fidelity MSCI Utilities Index ETF shares in Q2 2021, an estimated $6K.
  • Valley Brook Capital Group first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and held it in 2 quarters.
  • Valley Brook Capital Group's Fidelity MSCI Utilities Index ETF position peaked at $6K in Q1 2021.
  • 138 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.