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

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return