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	–	1336
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

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return