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Advantage Investment Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Advantage Investment Management’s Portfolio FNDC Stock Details FNDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,825
Closed -$53K – 977
2016
Q3 		$53K Buy
+1,825
New +$51.8K 0.02% 316

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Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Advantage Investment Management's FNDC Position: Q4 2016 in Review

Advantage Investment Management sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q4 2016, closing a stake of 1,825 shares — an estimated $53K sold.

Advantage Investment Management first reported a position in FNDC in Q3 2016 and held it in 1 quarter. The position peaked at $53K in Q3 2016. 39 funds tracked by Wall St. Rank hold FNDC as of Q4 2016.

  • Advantage Investment Management reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q4 2016 after selling out during the quarter.
  • Advantage Investment Management sold 1,825 Schwab Fundamental International Small Company Index ETF shares in Q4 2016, an estimated $53K.
  • Advantage Investment Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q3 2016 and held it in 1 quarter.
  • Advantage Investment Management's Schwab Fundamental International Small Company Index ETF position peaked at $53K in Q3 2016.
  • 39 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q4 2016.

Based on Advantage Investment Management's 13F filing for Q4 2016, filed 17 Feb 2017.