1834 Investment Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

1834 Investment Advisors’s Portfolio FNDE Stock Details FNDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,146	Closed	-$62K	–	466
2019 Q2	$62K	Hold	2,146	–	–	0.01%	266
2019 Q1	$60K	Buy	2,146 +1	+0%	+$28	0.01%	262
2018 Q4	$55K	Sell	2,145 -1,939	-47%	-$52.5K	0.01%	264
2018 Q3	$118K	Hold	4,084	–	–	0.02%	227
2018 Q2	$113K	Hold	4,084	–	–	0.02%	213
2018 Q1	$127K	Buy	4,084 +2	+0%	+$63	0.02%	199
2017 Q4	$121K	Buy	+4,082	New	+$120K	0.02%	220

Other funds holding FNDE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

1834 Investment Advisors's FNDE Position: Q3 2019 in Review

1834 Investment Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2019, closing a stake of 2,146 shares — an estimated $62K sold.

1834 Investment Advisors first reported a position in FNDE in Q4 2017 and held it in 7 quarters. The position peaked at $127K in Q1 2018. 153 funds tracked by Wall St. Rank hold FNDE as of Q3 2019.

1834 Investment Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2019 after selling out during the quarter.
1834 Investment Advisors sold 2,146 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2019, an estimated $62K.
1834 Investment Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2017 and held it in 7 quarters.
1834 Investment Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $127K in Q1 2018.
153 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2019.

Based on 1834 Investment Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.