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Wilbanks Smith & Thomas Asset Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
-1,727
Closed -$37K – 677
2018
Q3 		$37K Buy
+1,727
New +$36.2K ﹤0.01% 743

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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 $1.97B AUM 20.77% 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

Wilbanks Smith & Thomas Asset Management's FENY Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2018, closing a stake of 1,727 shares — an estimated $37K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in FENY in Q3 2018 and held it in 1 quarter. The position peaked at $37K in Q3 2018. 91 funds tracked by Wall St. Rank hold FENY as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,727 Fidelity MSCI Energy Index ETF shares in Q4 2018, an estimated $37K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Fidelity MSCI Energy Index ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Fidelity MSCI Energy Index ETF position peaked at $37K in Q3 2018.
  • 91 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.