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

Crewe 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
2018
Q4 		– Sell
-630
Closed -$18K – 233
2018
Q3 		$18K Hold
630
– – 0.02% 175
2018
Q2 		$17K Buy
+630
New +$18.7K 0.02% 187

Other funds holding FNDE

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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Crewe Advisors's FNDE Position: Q4 2018 in Review

Crewe Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2018, closing a stake of 630 shares — an estimated $18K sold.

Crewe Advisors first reported a position in FNDE in Q2 2018 and held it in 2 quarters. The position peaked at $18K in Q3 2018. 128 funds tracked by Wall St. Rank hold FNDE as of Q4 2018.

  • Crewe Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2018 after selling out during the quarter.
  • Crewe Advisors sold 630 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2018, an estimated $18K.
  • Crewe Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2018 and held it in 2 quarters.
  • Crewe Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $18K in Q3 2018.
  • 128 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2018.

Based on Crewe Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.