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Gupta Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Gupta Wealth Management’s Portfolio FNDF Stock Details FNDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-50
Closed -$1K – 1287
2015
Q3 		$1K Hold
50
– – ﹤0.01% 1197
2015
Q2 		$1K Hold
50
– – ﹤0.01% 1198
2015
Q1 		$1K Buy
+50
New +$1.32K ﹤0.01% 1092

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CSIA
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USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gupta Wealth Management's FNDF Position: Q4 2015 in Review

Gupta Wealth Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2015, closing a stake of 50 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in FNDF in Q1 2015 and held it in 3 quarters. The position peaked at $1K in Q3 2015. 45 funds tracked by Wall St. Rank hold FNDF as of Q4 2015.

  • Gupta Wealth Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 50 Schwab Fundamental International Large Company Index ETF shares in Q4 2015, an estimated $1K.
  • Gupta Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $1K in Q3 2015.
  • 45 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.