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Concert Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-4,014
Closed -$43K – 627
2016
Q3 		$43K Buy
+4,014
New +$41.3K 0.01% 830

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OA
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VCM
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Concert Wealth Management's FNDB Position: Q4 2016 in Review

Concert Wealth Management sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2016, closing a stake of 4,014 shares — an estimated $43K sold.

Concert Wealth Management first reported a position in FNDB in Q3 2016 and held it in 1 quarter. The position peaked at $43K in Q3 2016. 38 funds tracked by Wall St. Rank hold FNDB as of Q4 2016.

  • Concert Wealth Management reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 4,014 Schwab Fundamental US Broad Market Index ETF shares in Q4 2016, an estimated $43K.
  • Concert Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Schwab Fundamental US Broad Market Index ETF position peaked at $43K in Q3 2016.
  • 38 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.