Blue Bell Private Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Blue Bell Private Wealth Management’s Portfolio FNDF Stock Details FNDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-336	Closed	-$9K	–	204
2019 Q1	$9K	Sell	336 -336	-50%	-$9.08K	﹤0.01%	152
2018 Q4	$17K	Hold	672	–	–	0.01%	142
2018 Q3	$20K	Buy	+672	New	+$20K	0.01%	145

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CSIA

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USAA

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BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

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

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Blue Bell Private Wealth Management's FNDF Position: Q2 2019 in Review

Blue Bell Private Wealth Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2019, closing a stake of 336 shares — an estimated $9K sold.

Blue Bell Private Wealth Management first reported a position in FNDF in Q3 2018 and held it in 3 quarters. The position peaked at $20K in Q3 2018. 183 funds tracked by Wall St. Rank hold FNDF as of Q2 2019.

Blue Bell Private Wealth Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2019 after selling out during the quarter.
Blue Bell Private Wealth Management sold 336 Schwab Fundamental International Large Company Index ETF shares in Q2 2019, an estimated $9K.
Blue Bell Private Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2018 and held it in 3 quarters.
Blue Bell Private Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $20K in Q3 2018.
183 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2019.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.