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Ameritas Investment Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Ameritas Investment Partners’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-9,741
Closed -$125K – 3084
2020
Q3 		$125K Hold
9,741
– – 0.01% 1297
2020
Q2 		$119K Hold
9,741
– – 0.01% 1301
2020
Q1 		$101K Buy
+9,741
New +$127K 0.01% 1270

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ML
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GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Ameritas Investment Partners's FNDX Position: Q4 2020 in Review

Ameritas Investment Partners sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2020, closing a stake of 9,741 shares — an estimated $125K sold.

Ameritas Investment Partners first reported a position in FNDX in Q1 2020 and held it in 3 quarters. The position peaked at $125K in Q3 2020. 218 funds tracked by Wall St. Rank hold FNDX as of Q4 2020.

  • Ameritas Investment Partners reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2020 after selling out during the quarter.
  • Ameritas Investment Partners sold 9,741 Schwab Fundamental US Large Company Index ETF shares in Q4 2020, an estimated $125K.
  • Ameritas Investment Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2020 and held it in 3 quarters.
  • Ameritas Investment Partners's Schwab Fundamental US Large Company Index ETF position peaked at $125K in Q3 2020.
  • 218 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2020.

Based on Ameritas Investment Partners's 13F filing for Q4 2020, filed 12 Feb 2021.