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Wealthspire Advisors (Maryland)’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-100
Closed -$4K – 1035
2019
Q1 		$4K Hold
100
– – ﹤0.01% 1898
2018
Q4 		$3K Hold
100
– – ﹤0.01% 1942
2018
Q3 		$3K Hold
100
– – ﹤0.01% 2025
2018
Q2 		$3K Hold
100
– – ﹤0.01% 2000
2018
Q1 		$3K Buy
+100
New +$3.26K ﹤0.01% 2016

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MIS
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FI
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EC
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ASN
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KCM
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RWP
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Wealthspire Advisors (Maryland)'s FUTY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2019, closing a stake of 100 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in FUTY in Q1 2018 and held it in 5 quarters. The position peaked at $4K in Q1 2019. 96 funds tracked by Wall St. Rank hold FUTY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 100 Fidelity MSCI Utilities Index ETF shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2018 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Fidelity MSCI Utilities Index ETF position peaked at $4K in Q1 2019.
  • 96 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.