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Ironwood Financial’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Ironwood Financial’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
2015
Q3 		– Sell
-400
Closed -$6K – 371
2015
Q2 		$6K Buy
+400
New +$6.21K ﹤0.01% 231

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Ironwood Financial's FNDA Position: Q3 2015 in Review

Ironwood Financial sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2015, closing a stake of 400 shares — an estimated $6K sold.

Ironwood Financial first reported a position in FNDA in Q2 2015 and held it in 1 quarter. The position peaked at $6K in Q2 2015. 30 funds tracked by Wall St. Rank hold FNDA as of Q3 2015.

  • Ironwood Financial reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2015 after selling out during the quarter.
  • Ironwood Financial sold 400 Schwab Fundamental US Small Company Index ETF shares in Q3 2015, an estimated $6K.
  • Ironwood Financial first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2015 and held it in 1 quarter.
  • Ironwood Financial's Schwab Fundamental US Small Company Index ETF position peaked at $6K in Q2 2015.
  • 30 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.