WEC
FENY icon

Winslow Evans & Crocker’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Winslow Evans & Crocker’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
2019
Q1 		– Sell
-750
Closed -$12K – 1335
2018
Q4 		$12K Hold
750
– – ﹤0.01% 727
2018
Q3 		$16K Hold
750
– – ﹤0.01% 707
2018
Q2 		$16K Hold
750
– – 0.01% 709
2018
Q1 		$14K Hold
750
– – ﹤0.01% 720
2017
Q4 		$15K Buy
+750
New +$14.3K ﹤0.01% 721

Other funds holding FENY

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Winslow Evans & Crocker's FENY Position: Q1 2019 in Review

Winslow Evans & Crocker sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2019, closing a stake of 750 shares — an estimated $12K sold.

Winslow Evans & Crocker first reported a position in FENY in Q4 2017 and held it in 5 quarters. The position peaked at $16K in Q3 2018. 99 funds tracked by Wall St. Rank hold FENY as of Q1 2019.

  • Winslow Evans & Crocker reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 750 Fidelity MSCI Energy Index ETF shares in Q1 2019, an estimated $12K.
  • Winslow Evans & Crocker first reported a position in Fidelity MSCI Energy Index ETF in Q4 2017 and held it in 5 quarters.
  • Winslow Evans & Crocker's Fidelity MSCI Energy Index ETF position peaked at $16K in Q3 2018.
  • 99 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2019.

Based on Winslow Evans & Crocker's 13F filing for Q1 2019, filed 22 Apr 2019.