Visionary Asset Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Visionary Asset Management’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
2018 Q4	$1.79M	Buy	51,380 +2,337	+5%	+$83.7K	0.71%	12
2018 Q3	$1.71M	Buy	+49,043	New	+$1.72M	0.55%	74
2015 Q1	–	Sell	-1,563	Closed	-$48K	–	136
2014 Q4	$48K	Buy	+1,563	New	+$45.7K	0.02%	116

Other funds holding FUTY

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Visionary Asset Management's FUTY Position: Q4 2018 in Review

Visionary Asset Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 4.8% in Q4 2018, buying an estimated $83.7K and bringing the position to 51,380 shares worth $1.79M. The position accounts for 0.71% of the portfolio, ranked #12.

Visionary Asset Management first reported a position in FUTY in Q4 2014 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold FUTY as of Q4 2018.

Visionary Asset Management held 51,380 shares of Fidelity MSCI Utilities Index ETF worth $1.79M as of Q4 2018.
Visionary Asset Management bought 2,337 Fidelity MSCI Utilities Index ETF shares in Q4 2018, an estimated $83.7K.
Fidelity MSCI Utilities Index ETF made up 0.71% of Visionary Asset Management's portfolio in Q4 2018, its #12 holding.
Visionary Asset Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2014 and has held it in 3 quarters since.
79 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.