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Fidelity msci utils index shares owned by Bryn Mawr Trust

Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Bryn Mawr Trust from 13F filings

Historical chart of Bryn Mawr Trust investment in Fidelity msci utils index

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci utils index held by Bryn Mawr Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci utils index by Bryn Mawr Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $769k 14k 56.47
2025-06-30 $717k 14k 52.60
2025-03-31 $508k 10k 50.95
2024-12-31 $71k 1.5k 48.77
2024-09-30 $28k 546 51.82

More positions owned by Bryn Mawr Trust

Comcast Corp Cl A (CMCSA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Procter & Gamble Company (PG)

View all positions for Bryn Mawr Trust

Top funds holding Fidelity msci utils index

AE Wealth Management
Advisor Group Holdings
LPL Financial
Lido Advisors
Kestra Advisory Services
Commonwealth Equity Services
Mariner Wealth Advisors
Morgan Stanley
Cambridge Investment Research Advisors
Estate Counselors
Independence Financial Advisors
Kovitz Investment Group Partners
HighTower Advisors
IFG Advisory
Kingswood Wealth Advisors

View all funds holding Fidelity msci utils index