First Allied Advisory Services’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-273	Closed	-$8K	–	1324
2019 Q3	$8K	Buy	+273	New	+$7.56K	﹤0.01%	1543
2018 Q1	–	Sell	-23	Closed	-$1K	–	1255
2017 Q4	$1K	Buy	+23	New	+$675	﹤0.01%	1522

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CSIA

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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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Allied Advisory Services's FNDE Position: Q4 2019 in Review

First Allied Advisory Services sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2019, closing a stake of 273 shares — an estimated $8K sold.

First Allied Advisory Services first reported a position in FNDE in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q3 2019. 184 funds tracked by Wall St. Rank hold FNDE as of Q4 2019.

First Allied Advisory Services reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 273 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2019, an estimated $8K.
First Allied Advisory Services first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $8K in Q3 2019.
184 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.