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Detwiler Fenton Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Detwiler Fenton Investment Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-29,250
Closed -$223K – 118
2014
Q1 		$223K Sell
29,250
-7,500
-20% -$56.1K 0.19% 87
2013
Q4 		$276K Buy
+36,750
New +$264K 0.25% 85

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RPGK
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DWM
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HP
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HCM
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FWP
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AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Detwiler Fenton Investment Management's SCHB Position: Q2 2014 in Review

Detwiler Fenton Investment Management sold out of Schwab US Broad Market ETF (SCHB) in Q2 2014, closing a stake of 29,250 shares — an estimated $223K sold.

Detwiler Fenton Investment Management first reported a position in SCHB in Q4 2013 and held it in 2 quarters. The position peaked at $276K in Q4 2013. 140 funds tracked by Wall St. Rank hold SCHB as of Q2 2014.

  • Detwiler Fenton Investment Management reported no remaining Schwab US Broad Market ETF position as of Q2 2014 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 29,250 Schwab US Broad Market ETF shares in Q2 2014, an estimated $223K.
  • Detwiler Fenton Investment Management first reported a position in Schwab US Broad Market ETF in Q4 2013 and held it in 2 quarters.
  • Detwiler Fenton Investment Management's Schwab US Broad Market ETF position peaked at $276K in Q4 2013.
  • 140 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q2 2014, filed 7 Aug 2014.