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LifePlan Financial Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

LifePlan Financial Group’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
2019
Q4 		– Sell
-1,051
Closed -$29K – 561
2019
Q3 		$29K Buy
+1,051
New +$29.1K 0.01% 297

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MIS
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MIFH
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USAA
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BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LF
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LifePlan Financial Group's FNDE Position: Q4 2019 in Review

LifePlan Financial Group sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2019, closing a stake of 1,051 shares — an estimated $29K sold.

LifePlan Financial Group first reported a position in FNDE in Q3 2019 and held it in 1 quarter. The position peaked at $29K in Q3 2019. 184 funds tracked by Wall St. Rank hold FNDE as of Q4 2019.

  • LifePlan Financial Group reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2019 after selling out during the quarter.
  • LifePlan Financial Group sold 1,051 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2019, an estimated $29K.
  • LifePlan Financial Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2019 and held it in 1 quarter.
  • LifePlan Financial Group's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $29K in Q3 2019.
  • 184 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2019.

Based on LifePlan Financial Group's 13F filing for Q4 2019, filed 9 Jan 2020.