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FENY icon

Wealthfront’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-24
Closed – – 533
2015
Q3 		$0 Sell
24
-16
-40% -$307 ﹤0.01% 1296
2015
Q2 		$1K Buy
+40
New +$913 ﹤0.01% 1234

Other funds holding FENY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Wealthfront's FENY Position: Q4 2015 in Review

Wealthfront sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2015, closing a stake of 24 shares.

Wealthfront first reported a position in FENY in Q2 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 42 funds tracked by Wall St. Rank hold FENY as of Q4 2015.

  • Wealthfront reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 24 Fidelity MSCI Energy Index ETF shares in Q4 2015.
  • Wealthfront first reported a position in Fidelity MSCI Energy Index ETF in Q2 2015 and held it in 2 quarters.
  • Wealthfront's Fidelity MSCI Energy Index ETF position peaked at $1K in Q2 2015.
  • 42 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.