Q2 2014 13F Holders as of 30 Jun 2014
-
Type / Class
-
Equity / MSCI UTILS INDEX
-
Number of holders
-
14
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Total 13F shares, excl. options
-
2,303,819
-
Shares change
-
+1,734,876
-
Total reported value, excl. options
-
$66,528,000
-
Value change
-
+$50,985,017
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Number of buys
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13
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Number of sells
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-4
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Price
-
$28.88
Significant Holders of FIDELITY COVINGTON TRUST - MSCI UTILS INDEX (FUTY) as of Q2 2014
17 filings reported holding FUTY - FIDELITY COVINGTON TRUST - MSCI UTILS INDEX as of Q2 2014.
FIDELITY COVINGTON TRUST - MSCI UTILS INDEX (FUTY) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,303,819 shares
.
Largest 10 shareholders include Beaumont Financial Partners, LLC (946,662 shares), LADENBURG THALMANN FINANCIAL SERVICES INC (867,958 shares), ENVESTNET ASSET MANAGEMENT INC (274,656 shares), Commonwealth Equity Services, Inc (85,356 shares), MORGAN STANLEY (50,482 shares), Argentus Capital Management, LLC (19,633 shares), Concert Wealth Management Inc. (17,019 shares), BANK OF AMERICA CORP /DE/ (11,575 shares), UBS AG (10,801 shares), and HighTower Advisors, LLC (10,000 shares).
This table shows the top 14 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.