Ironwood Investment Counsel’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Ironwood Investment Counsel’s Portfolio FNDC Stock Details FNDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-9,355	Closed	-$286K	–	152
2017 Q2	$286K	Hold	9,355	–	–	0.11%	129
2017 Q1	$286K	Buy	9,355 +355	+4%	+$10.6K	0.12%	127
2016 Q4	$255K	Hold	9,000	–	–	0.11%	132
2016 Q3	$264K	Hold	9,000	–	–	0.12%	130
2016 Q2	$243K	Hold	9,000	–	–	0.14%	112
2016 Q1	$241K	Hold	9,000	–	–	0.13%	123
2015 Q4	$239K	Hold	9,000	–	–	0.14%	118
2015 Q3	$229K	Hold	9,000	–	–	0.12%	123
2015 Q2	$251K	Hold	9,000	–	–	0.13%	126
2015 Q1	$245K	Hold	9,000	–	–	0.12%	131
2014 Q4	$231K	Hold	9,000	–	–	0.12%	131
2014 Q3	$243K	Hold	9,000	–	–	0.13%	125
2014 Q2	$262K	Hold	9,000	–	–	0.14%	121
2014 Q1	$251K	Hold	9,000	–	–	0.14%	116
2013 Q4	$248K	Buy	+9,000	New	+$241K	0.14%	116

Other funds holding FNDC

CSIA

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

CCM

Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Ironwood Investment Counsel's FNDC Position: Q3 2017 in Review

Ironwood Investment Counsel sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2017, closing a stake of 9,355 shares — an estimated $286K sold.

Ironwood Investment Counsel first reported a position in FNDC in Q4 2013 and held it in 15 quarters. The position peaked at $286K in Q2 2017. 58 funds tracked by Wall St. Rank hold FNDC as of Q3 2017.

Ironwood Investment Counsel reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2017 after selling out during the quarter.
Ironwood Investment Counsel sold 9,355 Schwab Fundamental International Small Company Index ETF shares in Q3 2017, an estimated $286K.
Ironwood Investment Counsel first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2013 and held it in 15 quarters.
Ironwood Investment Counsel's Schwab Fundamental International Small Company Index ETF position peaked at $286K in Q2 2017.
58 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2017.

Based on Ironwood Investment Counsel's 13F filing for Q3 2017, filed 30 Oct 2017.