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Fidelity msci utils index shares owned by Rogco

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

Historical chart of Rogco investment in Fidelity msci utils index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity msci utils index by Rogco

Quarter filed Position value Share count Share price at filing
2024-09-30 $181k 3.5k 51.82
2024-06-30 $162k 3.7k 43.96
2024-03-31 $157k 3.7k 42.42

More positions owned by Rogco

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND)
iShares Gold Trust Ishares New (IAU)
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)
SPDR Portfolio Short Term Corporate Bond ETF Portfolio Short (SPSB)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
Vanguard Intmdt-Term Trs ETF Inter Term Treas (VGIT)
Principal Spectrum Pref Secs Actv ETF Spectrum Pfd (PREF)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
Kroger (KR)
Microsoft Corporation (MSFT)
Apple (AAPL)
Wal-Mart Stores (WMT)
Lincoln Electric Holdings (LECO)

View all positions for Rogco

Top funds holding Fidelity msci utils index

Bank of America Corporation
AE Wealth Management
Lido Advisors
Commonwealth Equity Services
LPL Financial
Kestra Advisory Services
Advisor Group Holdings
Cambridge Investment Research Advisors
Morgan Stanley
Envestnet Asset Management
HighTower Advisors
Brookstone Capital Management
Northwestern Mutual Wealth Management Company
IFG Advisory
Traphagen Investment Advisors

View all funds holding Fidelity msci utils index