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Burt Wealth Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Burt Wealth Advisors’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-13,010
Closed -$181K – 688
2015
Q4 		$181K Buy
+13,010
New +$187K 0.14% 71

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Burt Wealth Advisors's FNDA Position: Q1 2016 in Review

Burt Wealth Advisors sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2016, closing a stake of 13,010 shares — an estimated $181K sold.

Burt Wealth Advisors first reported a position in FNDA in Q4 2015 and held it in 1 quarter. The position peaked at $181K in Q4 2015. 35 funds tracked by Wall St. Rank hold FNDA as of Q1 2016.

  • Burt Wealth Advisors reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 13,010 Schwab Fundamental US Small Company Index ETF shares in Q1 2016, an estimated $181K.
  • Burt Wealth Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2015 and held it in 1 quarter.
  • Burt Wealth Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $181K in Q4 2015.
  • 35 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2016.

Based on Burt Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.