JP Morgan Private Wealth Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

JP Morgan Private Wealth Advisors’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
2018 Q4	–	Sell	-61,120	Closed	-$1.76M	–	1504
2018 Q3	$1.76M	Sell	61,120 -61,658	-50%	-$1.73M	0.01%	655
2018 Q2	$3.4M	Buy	+122,778	New	+$3.65M	0.02%	485

Other funds holding FNDE

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FNDE Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2018, closing a stake of 61,120 shares — an estimated $1.76M sold.

JP Morgan Private Wealth Advisors first reported a position in FNDE in Q2 2018 and held it in 2 quarters. The position peaked at $3.4M in Q2 2018. 128 funds tracked by Wall St. Rank hold FNDE as of Q4 2018.

JP Morgan Private Wealth Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 61,120 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2018, an estimated $1.76M.
JP Morgan Private Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2018 and held it in 2 quarters.
JP Morgan Private Wealth Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $3.4M in Q2 2018.
128 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.