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Madison Investment Holdings’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Madison Investment Holdings’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
-14,205
Closed -$409K – 241
2018
Q3 		$409K Buy
14,205
+2,516
+22% +$70.7K 0.01% 238
2018
Q2 		$324K Buy
11,689
+2,250
+24% +$67K 0.01% 242
2018
Q1 		$294K Buy
9,439
+1,771
+23% +$55.5K 0.01% 238
2017
Q4 		$228K Buy
+7,668
New +$225K ﹤0.01% 251

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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Madison Investment Holdings's FNDE Position: Q4 2018 in Review

Madison Investment Holdings sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2018, closing a stake of 14,205 shares — an estimated $409K sold.

Madison Investment Holdings first reported a position in FNDE in Q4 2017 and held it in 4 quarters. The position peaked at $409K in Q3 2018. 128 funds tracked by Wall St. Rank hold FNDE as of Q4 2018.

  • Madison Investment Holdings reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2018 after selling out during the quarter.
  • Madison Investment Holdings sold 14,205 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2018, an estimated $409K.
  • Madison Investment Holdings first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2017 and held it in 4 quarters.
  • Madison Investment Holdings's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $409K in Q3 2018.
  • 128 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2018.

Based on Madison Investment Holdings's 13F filing for Q4 2018, filed 8 Feb 2019.