CWM
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Concert Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Concert Wealth Management’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,451
Closed -$87K – 628
2016
Q3 		$87K Buy
+8,451
New +$87.4K 0.01% 759

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Concert Wealth Management's FNDX Position: Q4 2016 in Review

Concert Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2016, closing a stake of 8,451 shares — an estimated $87K sold.

Concert Wealth Management first reported a position in FNDX in Q3 2016 and held it in 1 quarter. The position peaked at $87K in Q3 2016. 73 funds tracked by Wall St. Rank hold FNDX as of Q4 2016.

  • Concert Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 8,451 Schwab Fundamental US Large Company Index ETF shares in Q4 2016, an estimated $87K.
  • Concert Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $87K in Q3 2016.
  • 73 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2016.

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