Wealthcare Advisory Partners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-496	Closed	-$4K	–	664
2020 Q1	$4K	Hold	496	–	–	﹤0.01%	1155
2019 Q4	$8K	Hold	496	–	–	﹤0.01%	998
2019 Q3	$8K	Hold	496	–	–	﹤0.01%	969
2019 Q2	$9K	Hold	496	–	–	﹤0.01%	934
2019 Q1	$9K	Hold	496	–	–	﹤0.01%	836
2018 Q4	$8K	Hold	496	–	–	﹤0.01%	834
2018 Q3	$11K	Hold	496	–	–	﹤0.01%	816
2018 Q2	$11K	Buy	+496	New	+$10.3K	﹤0.01%	801

Other funds holding FENY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealthcare Advisory Partners's FENY Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2020, closing a stake of 496 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in FENY in Q2 2018 and held it in 8 quarters. The position peaked at $11K in Q3 2018. 93 funds tracked by Wall St. Rank hold FENY as of Q2 2020.

Wealthcare Advisory Partners reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 496 Fidelity MSCI Energy Index ETF shares in Q2 2020, an estimated $4K.
Wealthcare Advisory Partners first reported a position in Fidelity MSCI Energy Index ETF in Q2 2018 and held it in 8 quarters.
Wealthcare Advisory Partners's Fidelity MSCI Energy Index ETF position peaked at $11K in Q3 2018.
93 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.