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Fidelity msci utils index shares owned by Sigma Planning

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

Historical chart of Sigma Planning investment in Fidelity msci utils index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity msci utils index by Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 24k 51.82
2024-06-30 $851k 19k 43.96
2024-03-31 $1.2M 29k 42.42
2023-12-31 $586k 14k 40.86
2023-09-30 $1.4M 37k 37.92
2023-06-30 $1.4M 34k 42.28
2023-03-31 $1.7M 38k 43.82
2022-12-31 $1.4M 30k 45.58
2022-09-30 $1.3M 31k 42.21
2022-06-30 $1.4M 32k 45.13
2022-03-31 $1.1M 22k 47.91
2021-12-31 $1.1M 24k 46.33
2021-09-30 $1.0M 24k 41.17
2021-06-30 $1000k 24k 41.03
2021-03-31 $1.3M 31k 41.49
2020-12-31 $1.2M 31k 40.58
2020-09-30 $1.2M 32k 37.93
2020-06-30 $1.2M 33k 36.46
2020-03-31 $2.2M 62k 35.92
2019-12-31 $2.5M 60k 42.30
2019-09-30 $2.4M 56k 42.49
2019-06-30 $4.5M 115k 39.27
2019-03-31 $4.9M 128k 38.30
2018-12-31 $5.8M 165k 34.88
2018-09-30 $1.4M 40k 34.81
2018-06-30 $1.2M 36k 34.26
2018-03-31 $1.2M 36k 33.05
2017-12-31 $1.4M 41k 34.52
2017-09-30 $1.8M 52k 34.54
2017-06-30 $1.5M 45k 33.76
2017-03-31 $678k 20k 33.33
2016-12-31 $1.5M 47k 31.59
2016-09-30 $1.5M 49k 31.64
2016-06-30 $2.0M 58k 33.86
2016-03-31 $1.5M 48k 31.84
2015-12-31 $335k 12k 27.89
2015-09-30 $596k 22k 27.56