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Moneta Group Investment Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Moneta Group Investment 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
2018
Q4 		– Sell
-6,632
Closed -$229K – 224
2018
Q3 		$229K Buy
+6,632
New +$229K 0.02% 205

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USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
COI
Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

Moneta Group Investment Advisors's FNDC Position: Q4 2018 in Review

Moneta Group Investment Advisors sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q4 2018, closing a stake of 6,632 shares — an estimated $229K sold.

Moneta Group Investment Advisors first reported a position in FNDC in Q3 2018 and held it in 1 quarter. The position peaked at $229K in Q3 2018. 101 funds tracked by Wall St. Rank hold FNDC as of Q4 2018.

  • Moneta Group Investment Advisors reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q4 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 6,632 Schwab Fundamental International Small Company Index ETF shares in Q4 2018, an estimated $229K.
  • Moneta Group Investment Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q3 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $229K in Q3 2018.
  • 101 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q4 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.