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Independence Bank of Kentucky’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Independence Bank of Kentucky’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-156
Closed -$2K – 355
2019
Q3 		$2K Hold
156
– – ﹤0.01% 333
2019
Q2 		$2K Hold
156
– – ﹤0.01% 303
2019
Q1 		$2K Buy
+156
New +$1.92K ﹤0.01% 307

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MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

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

Independence Bank of Kentucky sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2019, closing a stake of 156 shares — an estimated $2K sold.

Independence Bank of Kentucky first reported a position in FNDX in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 222 funds tracked by Wall St. Rank hold FNDX as of Q4 2019.

  • Independence Bank of Kentucky reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2019 after selling out during the quarter.
  • Independence Bank of Kentucky sold 156 Schwab Fundamental US Large Company Index ETF shares in Q4 2019, an estimated $2K.
  • Independence Bank of Kentucky first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2019 and held it in 3 quarters.
  • Independence Bank of Kentucky's Schwab Fundamental US Large Company Index ETF position peaked at $2K in Q3 2019.
  • 222 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2019.

Based on Independence Bank of Kentucky's 13F filing for Q4 2019, filed 31 Jan 2020.