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Avestar Capital’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Avestar Capital’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
-1,675
Closed -$48K – 415
2019
Q2 		$48K Buy
1,675
+175
+12% +$4.9K 0.03% 295
2019
Q1 		$41K Hold
1,500
– – 0.03% 304
2018
Q4 		$38K Buy
+1,500
New +$40.6K 0.03% 283

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Avestar Capital's FNDE Position: Q3 2019 in Review

Avestar Capital sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2019, closing a stake of 1,675 shares — an estimated $48K sold.

Avestar Capital first reported a position in FNDE in Q4 2018 and held it in 3 quarters. The position peaked at $48K in Q2 2019. 153 funds tracked by Wall St. Rank hold FNDE as of Q3 2019.

  • Avestar Capital reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 1,675 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2019, an estimated $48K.
  • Avestar Capital first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2018 and held it in 3 quarters.
  • Avestar Capital's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $48K in Q2 2019.
  • 153 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.