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ProVise Management Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

ProVise Management 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
2017
Q2 		– Sell
-7,575
Closed -$201K – 334
2017
Q1 		$201K Buy
+7,575
New +$196K 0.03% 303

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
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

ProVise Management Group's FNDE Position: Q2 2017 in Review

ProVise Management Group sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2017, closing a stake of 7,575 shares — an estimated $201K sold.

ProVise Management Group first reported a position in FNDE in Q1 2017 and held it in 1 quarter. The position peaked at $201K in Q1 2017. 66 funds tracked by Wall St. Rank hold FNDE as of Q2 2017.

  • ProVise Management Group reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2017 after selling out during the quarter.
  • ProVise Management Group sold 7,575 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2017, an estimated $201K.
  • ProVise Management Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2017 and held it in 1 quarter.
  • ProVise Management Group's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $201K in Q1 2017.
  • 66 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2017.

Based on ProVise Management Group's 13F filing for Q2 2017, filed 7 Aug 2017.