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Choate Investment Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Choate Investment Advisors’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
2021
Q3 		– Sell
-1,105
Closed -$36K – 315
2021
Q2 		$36K Buy
+1,105
New +$35.2K ﹤0.01% 299

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Choate Investment Advisors's FNDE Position: Q3 2021 in Review

Choate Investment Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2021, closing a stake of 1,105 shares — an estimated $36K sold.

Choate Investment Advisors first reported a position in FNDE in Q2 2021 and held it in 1 quarter. The position peaked at $36K in Q2 2021. 247 funds tracked by Wall St. Rank hold FNDE as of Q3 2021.

  • Choate Investment Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2021 after selling out during the quarter.
  • Choate Investment Advisors sold 1,105 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2021, an estimated $36K.
  • Choate Investment Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2021 and held it in 1 quarter.
  • Choate Investment Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $36K in Q2 2021.
  • 247 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2021.

Based on Choate Investment Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.