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Aviance Capital Partners’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Aviance Capital Partners’s Portfolio FNDB Stock Details FNDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-18,099
Closed -$202K – 211
2018
Q4 		$202K Buy
+18,099
New +$222K 0.07% 200
2018
Q2 		– Sell
-32,634
Closed -$393K – 231
2018
Q1 		$393K Sell
32,634
-4,425
-12% -$55.4K 0.12% 179
2017
Q4 		$461K Buy
+37,059
New +$445K 0.15% 162

Other funds holding FNDB

OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $578M AUM 16.23% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return

Aviance Capital Partners's FNDB Position: Q1 2019 in Review

Aviance Capital Partners sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2019, closing a stake of 18,099 shares — an estimated $202K sold.

Aviance Capital Partners first reported a position in FNDB in Q4 2017 and held it in 3 quarters. The position peaked at $461K in Q4 2017. 60 funds tracked by Wall St. Rank hold FNDB as of Q1 2019.

  • Aviance Capital Partners reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2019 after selling out during the quarter.
  • Aviance Capital Partners sold 18,099 Schwab Fundamental US Broad Market Index ETF shares in Q1 2019, an estimated $202K.
  • Aviance Capital Partners first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2017 and held it in 3 quarters.
  • Aviance Capital Partners's Schwab Fundamental US Broad Market Index ETF position peaked at $461K in Q4 2017.
  • 60 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2019.

Based on Aviance Capital Partners's 13F filing for Q1 2019, filed 1 May 2019.