JP Morgan Private Wealth Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

JP Morgan Private Wealth Advisors’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
2018 Q3	–	Sell	-6,915	Closed	-$241K	–	1593
2018 Q2	$241K	Buy	+6,915	New	+$249K	﹤0.01%	1288

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UCFA

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

VCM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FANJ

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

JP Morgan Private Wealth Advisors's FNDC Position: Q3 2018 in Review

JP Morgan Private Wealth Advisors sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2018, closing a stake of 6,915 shares — an estimated $241K sold.

JP Morgan Private Wealth Advisors first reported a position in FNDC in Q2 2018 and held it in 1 quarter. The position peaked at $241K in Q2 2018. 98 funds tracked by Wall St. Rank hold FNDC as of Q3 2018.

JP Morgan Private Wealth Advisors reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 6,915 Schwab Fundamental International Small Company Index ETF shares in Q3 2018, an estimated $241K.
JP Morgan Private Wealth Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2018 and held it in 1 quarter.
JP Morgan Private Wealth Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $241K in Q2 2018.
98 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.