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Domani Wealth’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Domani Wealth’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
2016
Q1 		– Sell
-20,887
Closed -$383K – 118
2015
Q4 		$383K Buy
20,887
+4,767
+30% +$95.1K 0.15% 81
2015
Q3 		$307K Buy
16,120
+4,435
+38% +$92.5K 0.17% 76
2015
Q2 		$280K Buy
+11,685
New +$294K 0.15% 72

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Domani Wealth's FNDE Position: Q1 2016 in Review

Domani Wealth sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2016, closing a stake of 20,887 shares — an estimated $383K sold.

Domani Wealth first reported a position in FNDE in Q2 2015 and held it in 3 quarters. The position peaked at $383K in Q4 2015. 30 funds tracked by Wall St. Rank hold FNDE as of Q1 2016.

  • Domani Wealth reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2016 after selling out during the quarter.
  • Domani Wealth sold 20,887 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2016, an estimated $383K.
  • Domani Wealth first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2015 and held it in 3 quarters.
  • Domani Wealth's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $383K in Q4 2015.
  • 30 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2016.

Based on Domani Wealth's 13F filing for Q1 2016, filed 5 May 2016.