Altium Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Altium Wealth Management’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
2018 Q2	–	Sell	-10,288	Closed	-$321K	–	270
2018 Q1	$321K	Buy	10,288 +57	+0.6%	+$1.78K	0.13%	119
2017 Q4	$304K	Buy	+10,231	New	+$300K	0.14%	120

Other funds holding FNDE

CSIA

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

USAA

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

MIS

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

BCI

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Altium Wealth Management's FNDE Position: Q2 2018 in Review

Altium Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2018, closing a stake of 10,288 shares — an estimated $321K sold.

Altium Wealth Management first reported a position in FNDE in Q4 2017 and held it in 2 quarters. The position peaked at $321K in Q1 2018. 120 funds tracked by Wall St. Rank hold FNDE as of Q2 2018.

Altium Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2018 after selling out during the quarter.
Altium Wealth Management sold 10,288 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2018, an estimated $321K.
Altium Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2017 and held it in 2 quarters.
Altium Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $321K in Q1 2018.
120 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2018.

Based on Altium Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.