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Watson Rebecca’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Watson Rebecca’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
Q3 		$1.55M Sell
40,958
-23
-0.1% -$878 0.92% 21
2020
Q2 		$1.5M Buy
40,981
+1,932
+5% +$72K 0.89% 20
2020
Q1 		$1.48M Buy
39,049
+996
+3% +$41.4K 1.02% 21
2019
Q4 		$1.61M Buy
+38,053
New +$1.58M 0.98% 25

Other funds holding FUTY

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Watson Rebecca's FUTY Position: Q3 2020 in Review

Watson Rebecca reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 0.06% in Q3 2020, selling an estimated $878 and leaving 40,958 shares worth $1.55M. The position accounts for 0.92% of the portfolio, ranked #21.

Watson Rebecca first reported a position in FUTY in Q4 2019 and has held it in 4 quarters since. The position peaked at $1.61M in Q4 2019. 122 funds tracked by Wall St. Rank hold FUTY as of Q3 2020.

  • Watson Rebecca held 40,958 shares of Fidelity MSCI Utilities Index ETF worth $1.55M as of Q3 2020.
  • Watson Rebecca sold 23 Fidelity MSCI Utilities Index ETF shares in Q3 2020, an estimated $878.
  • Fidelity MSCI Utilities Index ETF made up 0.92% of Watson Rebecca's portfolio in Q3 2020, its #21 holding.
  • Watson Rebecca first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and has held it in 4 quarters since.
  • Watson Rebecca's Fidelity MSCI Utilities Index ETF position peaked at $1.61M in Q4 2019.
  • 122 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.