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Washington Trust’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Washington Trust’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
2020
Q4 		– Sell
-1,050
Closed -$8K – 1017
2020
Q3 		$8K Hold
1,050
– – ﹤0.01% 752
2020
Q2 		$10K Hold
1,050
– – ﹤0.01% 648
2020
Q1 		$8K Buy
+1,050
New +$13.1K ﹤0.01% 699

Other funds holding FENY

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWA
Hilltop Wealth Advisors Chapel Hill, North Carolina $202M AUM 24.55% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Washington Trust's FENY Position: Q4 2020 in Review

Washington Trust sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2020, closing a stake of 1,050 shares — an estimated $8K sold.

Washington Trust first reported a position in FENY in Q1 2020 and held it in 3 quarters. The position peaked at $10K in Q2 2020. 108 funds tracked by Wall St. Rank hold FENY as of Q4 2020.

  • Washington Trust reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2020 after selling out during the quarter.
  • Washington Trust sold 1,050 Fidelity MSCI Energy Index ETF shares in Q4 2020, an estimated $8K.
  • Washington Trust first reported a position in Fidelity MSCI Energy Index ETF in Q1 2020 and held it in 3 quarters.
  • Washington Trust's Fidelity MSCI Energy Index ETF position peaked at $10K in Q2 2020.
  • 108 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2020.

Based on Washington Trust's 13F filing for Q4 2020, filed 9 Feb 2021.