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Retirement Planning Group (Kansas)’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Retirement Planning Group (Kansas)’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
2019
Q1 		– Sell
-15,782
Closed -$408K – 67
2018
Q4 		$408K Buy
+15,782
New +$428K 0.11% 42

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MIS
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BCI
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MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Retirement Planning Group (Kansas)'s FNDE Position: Q1 2019 in Review

Retirement Planning Group (Kansas) sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2019, closing a stake of 15,782 shares — an estimated $408K sold.

Retirement Planning Group (Kansas) first reported a position in FNDE in Q4 2018 and held it in 1 quarter. The position peaked at $408K in Q4 2018. 146 funds tracked by Wall St. Rank hold FNDE as of Q1 2019.

  • Retirement Planning Group (Kansas) reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2019 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 15,782 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2019, an estimated $408K.
  • Retirement Planning Group (Kansas) first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2018 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $408K in Q4 2018.
  • 146 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2019.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2019, filed 6 May 2019.