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Whalerock Point Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Whalerock Point Partners’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
2018
Q1 		– Sell
-10,286
Closed -$355K – 198
2017
Q4 		$355K Buy
10,286
+120
+1% +$4.29K 0.11% 134
2017
Q3 		$351K Buy
10,166
+639
+7% +$22.3K 0.12% 114
2017
Q2 		$322K Buy
+9,527
New +$324K 0.12% 114

Other funds holding FUTY

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

Whalerock Point Partners's FUTY Position: Q1 2018 in Review

Whalerock Point Partners sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2018, closing a stake of 10,286 shares — an estimated $355K sold.

Whalerock Point Partners first reported a position in FUTY in Q2 2017 and held it in 3 quarters. The position peaked at $355K in Q4 2017. 44 funds tracked by Wall St. Rank hold FUTY as of Q1 2018.

  • Whalerock Point Partners reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2018 after selling out during the quarter.
  • Whalerock Point Partners sold 10,286 Fidelity MSCI Utilities Index ETF shares in Q1 2018, an estimated $355K.
  • Whalerock Point Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2017 and held it in 3 quarters.
  • Whalerock Point Partners's Fidelity MSCI Utilities Index ETF position peaked at $355K in Q4 2017.
  • 44 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2018.

Based on Whalerock Point Partners's 13F filing for Q1 2018, filed 5 Apr 2018.