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Loring Wolcott & Coolidge Fiduciary Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2019
Q1 		– Sell
-345
Closed -$10K – 718
2018
Q4 		$10K Buy
+345
New +$10.7K ﹤0.01% 562

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USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
COI
Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FNDC Position: Q1 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2019, closing a stake of 345 shares — an estimated $10K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FNDC in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 114 funds tracked by Wall St. Rank hold FNDC as of Q1 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 345 Schwab Fundamental International Small Company Index ETF shares in Q1 2019, an estimated $10K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2018 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $10K in Q4 2018.
  • 114 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.