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Whalerock Point Partners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Whalerock Point 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
2018
Q4 		– Sell
-15,619
Closed -$332K – 101
2018
Q3 		$332K Sell
15,619
-1,033
-6% -$21.7K 0.24% 86
2018
Q2 		$354K Sell
16,652
-8,439
-34% -$175K 0.28% 77
2018
Q1 		$469K Buy
+25,091
New +$492K 0.15% 114

Other funds holding FENY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Whalerock Point Partners's FENY Position: Q4 2018 in Review

Whalerock Point Partners sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2018, closing a stake of 15,619 shares — an estimated $332K sold.

Whalerock Point Partners first reported a position in FENY in Q1 2018 and held it in 3 quarters. The position peaked at $469K in Q1 2018. 91 funds tracked by Wall St. Rank hold FENY as of Q4 2018.

  • Whalerock Point Partners reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2018 after selling out during the quarter.
  • Whalerock Point Partners sold 15,619 Fidelity MSCI Energy Index ETF shares in Q4 2018, an estimated $332K.
  • Whalerock Point Partners first reported a position in Fidelity MSCI Energy Index ETF in Q1 2018 and held it in 3 quarters.
  • Whalerock Point Partners's Fidelity MSCI Energy Index ETF position peaked at $469K in Q1 2018.
  • 91 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2018.

Based on Whalerock Point Partners's 13F filing for Q4 2018, filed 4 Mar 2019.