MWM
FNDF icon

MinichMacGregor Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

MinichMacGregor Wealth Management’s Portfolio FNDF Stock Details FNDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4
Closed – – 465
2016
Q3 		$0 Buy
+4
New +$99 ﹤0.01% 463

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USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

MinichMacGregor Wealth Management's FNDF Position: Q4 2016 in Review

MinichMacGregor Wealth Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2016, closing a stake of 4 shares.

MinichMacGregor Wealth Management first reported a position in FNDF in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 73 funds tracked by Wall St. Rank hold FNDF as of Q4 2016.

  • MinichMacGregor Wealth Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q4 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 4 Schwab Fundamental International Large Company Index ETF shares in Q4 2016.
  • MinichMacGregor Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2016 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $0 in Q3 2016.
  • 73 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2016, filed 28 Jun 2018.