Chicago Partners Investment Group’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Chicago Partners Investment Group’s Portfolio FNDC Stock Details FNDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-323	Closed	-$10K	–	531
2018 Q3	$10K	Hold	323	–	–	﹤0.01%	814
2018 Q2	$11K	Hold	323	–	–	﹤0.01%	787
2018 Q1	$12K	Hold	323	–	–	﹤0.01%	742
2017 Q4	$12K	Hold	323	–	–	﹤0.01%	714
2017 Q3	$11K	Buy	+323	New	+$10.9K	﹤0.01%	756

Other funds holding FNDC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

COI

Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return

Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

JWM

Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

Chicago Partners Investment Group's FNDC Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q4 2018, closing a stake of 323 shares — an estimated $10K sold.

Chicago Partners Investment Group first reported a position in FNDC in Q3 2017 and held it in 5 quarters. The position peaked at $12K in Q1 2018. 101 funds tracked by Wall St. Rank hold FNDC as of Q4 2018.

Chicago Partners Investment Group reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 323 Schwab Fundamental International Small Company Index ETF shares in Q4 2018, an estimated $10K.
Chicago Partners Investment Group first reported a position in Schwab Fundamental International Small Company Index ETF in Q3 2017 and held it in 5 quarters.
Chicago Partners Investment Group's Schwab Fundamental International Small Company Index ETF position peaked at $12K in Q1 2018.
101 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.