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Founders Bank & Trust’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Founders Bank & Trust’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$52K Hold
3,490
– – 0.03% 177
2014
Q3 		$48K Hold
3,490
– – 0.03% 180
2014
Q2 		$52K Buy
+3,490
New +$49.8K 0.03% 176

Other funds holding FNDA

VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Founders Bank & Trust's FNDA Position: Q4 2014 in Review

Founders Bank & Trust held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q4 2014 at 3,490 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #177.

Founders Bank & Trust first reported a position in FNDA in Q2 2014 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold FNDA as of Q4 2014.

  • Founders Bank & Trust held 3,490 shares of Schwab Fundamental US Small Company Index ETF worth $52K as of Q4 2014.
  • Founders Bank & Trust left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q4 2014.
  • Schwab Fundamental US Small Company Index ETF made up 0.03% of Founders Bank & Trust's portfolio in Q4 2014, its #177 holding.
  • Founders Bank & Trust first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2014 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.