Independence Bank of Kentucky’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Independence Bank of Kentucky’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	-21	Closed	-$1K	–	354
2019 Q3	$1K	Hold	21	–	–	﹤0.01%	344
2019 Q2	$1K	Hold	21	–	–	﹤0.01%	314
2019 Q1	$1K	Buy	+21	New	+$583	﹤0.01%	319

Other funds holding FNDE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 $783M AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Independence Bank of Kentucky's FNDE Position: Q4 2019 in Review

Independence Bank of Kentucky sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2019, closing a stake of 21 shares — an estimated $1K sold.

Independence Bank of Kentucky first reported a position in FNDE in Q1 2019 and held it in 3 quarters. The position peaked at $1K in Q3 2019. 184 funds tracked by Wall St. Rank hold FNDE as of Q4 2019.

Independence Bank of Kentucky reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2019 after selling out during the quarter.
Independence Bank of Kentucky sold 21 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2019, an estimated $1K.
Independence Bank of Kentucky first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2019 and held it in 3 quarters.
Independence Bank of Kentucky's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1K 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 Independence Bank of Kentucky's 13F filing for Q4 2019, filed 31 Jan 2020.