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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
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

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

Top funds holding Fidelity msci energy idx

Charles Schwab Investment Management
Lido Advisors
Commonwealth Equity Services
Bank of America Corporation
Wells Fargo & Company
HighTower Advisors
Yarbrough Capital
AE Wealth Management
Kestra Advisory Services
Jpmorgan Chase & Co
Advisor Group Holdings
Kestra Private Wealth Services
UBS Group
Financial Partners Group
Agf Management

View all funds holding Fidelity msci energy idx