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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio FNDB Stock Details FNDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-966
Closed -$11K – 314
2017
Q3 		$11K Buy
+966
New +$11K ﹤0.01% 276

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Genovese Burford & Brothers Wealth & Retirement Plan Management's FNDB Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2017, closing a stake of 966 shares — an estimated $11K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in FNDB in Q3 2017 and held it in 1 quarter. The position peaked at $11K in Q3 2017. 46 funds tracked by Wall St. Rank hold FNDB as of Q4 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 966 Schwab Fundamental US Broad Market Index ETF shares in Q4 2017, an estimated $11K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2017 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Schwab Fundamental US Broad Market Index ETF position peaked at $11K in Q3 2017.
  • 46 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.