Ownership history in Wealth Quarterback LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which Wealth Quarterback LLC reported a position in FIDELITY MSCI ENERGY INDEX ETF (FENY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Wealth Quarterback LLC outperformed the S&P 500 by +5.4% annually on this FENY position. Timing score: 47% (8/17 decisions correct). Average cost basis: $17.65. Maximum drawdown during holding period: β7.4%.
π₯ Exceptional β beat the S&P 500 by 5.4% per year on this position.
17 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 17 add/trim decisions correct
Best entry: $12.59 (2021 Q2) Β· Worst: $24.63 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 8 trims. Bought during 5 of 9 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.81% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.