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Financial Advocates Investment Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Financial Advocates Investment Management’s Portfolio FNDC Stock Details FNDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-50,585
Closed -$1.81M – 493
2018
Q1 		$1.81M Buy
50,585
+1,508
+3% +$54.8K 0.24% 95
2017
Q4 		$1.76M Buy
+49,077
New +$1.74M 0.24% 93

Other funds holding FNDC

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 $1.24B AUM 2.91% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Financial Advocates Investment Management's FNDC Position: Q2 2018 in Review

Financial Advocates Investment Management sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q2 2018, closing a stake of 50,585 shares — an estimated $1.81M sold.

Financial Advocates Investment Management first reported a position in FNDC in Q4 2017 and held it in 2 quarters. The position peaked at $1.81M in Q1 2018. 98 funds tracked by Wall St. Rank hold FNDC as of Q2 2018.

  • Financial Advocates Investment Management reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q2 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 50,585 Schwab Fundamental International Small Company Index ETF shares in Q2 2018, an estimated $1.81M.
  • Financial Advocates Investment Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2017 and held it in 2 quarters.
  • Financial Advocates Investment Management's Schwab Fundamental International Small Company Index ETF position peaked at $1.81M in Q1 2018.
  • 98 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2018.

Based on Financial Advocates Investment Management's 13F filing for Q2 2018, filed 9 Aug 2018.