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Fidelity msci energy idx shares owned by Private Ocean

Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Private Ocean from 13F filings

Historical chart of Private Ocean investment in Fidelity msci energy idx

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All positions including Fidelity msci energy idx held by Private Ocean consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci energy idx by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $28k 1.1k 25.09
2023-12-31 $26k 1.1k 23.04
2023-03-31 $25k 1.1k 22.44
2022-12-31 $27k 1.1k 23.82
2022-09-30 $22k 1.1k 19.77

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Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
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iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

Top funds holding Fidelity msci energy idx

Lido Advisors
Commonwealth Equity Services
Agf Management
LPL Financial
HighTower Advisors
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Hilltop Wealth Advisors
Wells Fargo & Company
Tower Research Capital
Cetera Investment Advisers
Cutler Capital Management
Advisor Group Holdings
Private Advisor
Citadel Advisors

View all funds holding Fidelity msci energy idx