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Crosspoint Capital Strategies’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Crosspoint Capital Strategies’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
2014
Q4 		– Sell
-600
Closed -$6K – 702
2014
Q3 		$6K Buy
+600
New +$5.84K ﹤0.01% 410

Other funds holding FNDX

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $205M AUM 41.07% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Crosspoint Capital Strategies's FNDX Position: Q4 2014 in Review

Crosspoint Capital Strategies sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2014, closing a stake of 600 shares — an estimated $6K sold.

Crosspoint Capital Strategies first reported a position in FNDX in Q3 2014 and held it in 1 quarter. The position peaked at $6K in Q3 2014. 32 funds tracked by Wall St. Rank hold FNDX as of Q4 2014.

  • Crosspoint Capital Strategies reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2014 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 600 Schwab Fundamental US Large Company Index ETF shares in Q4 2014, an estimated $6K.
  • Crosspoint Capital Strategies first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2014 and held it in 1 quarter.
  • Crosspoint Capital Strategies's Schwab Fundamental US Large Company Index ETF position peaked at $6K in Q3 2014.
  • 32 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2014.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2014, filed 6 Mar 2015.