Fidelity msci utils index shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in Fidelity msci utils index
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Quarterly reported holdings in Fidelity msci utils index by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 20k | 51.82 |
| 2024-06-30 | $878k | 20k | 43.96 |
| 2024-03-31 | $812k | 19k | 42.42 |
| 2023-12-31 | $855k | 21k | 40.86 |
| 2023-09-30 | $917k | 24k | 37.92 |
| 2023-06-30 | $1.1M | 25k | 42.28 |
| 2023-03-31 | $1.1M | 26k | 43.82 |
| 2022-12-31 | $1.2M | 26k | 45.58 |
| 2022-09-30 | $887k | 21k | 42.23 |
| 2022-06-30 | $813k | 18k | 45.15 |
| 2022-03-31 | $878k | 18k | 47.93 |
| 2021-12-31 | $830k | 18k | 46.34 |
| 2021-06-30 | $548k | 13k | 41.03 |
| 2021-03-31 | $501k | 12k | 41.49 |
| 2020-12-31 | $510k | 13k | 40.61 |
| 2020-09-30 | $444k | 12k | 37.92 |
| 2020-06-30 | $446k | 12k | 36.47 |
| 2019-12-31 | $584k | 14k | 42.32 |