Sonora Investment Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Sonora Investment Management’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
2021 Q1	–	Sell	-689	Closed	-$19K	–	1755
2020 Q4	$19K	Buy	689 +685	+17,125%	+$17.9K	﹤0.01%	949
2020 Q3	$0	Sell	4 -3	-43%	-$74	﹤0.01%	1810
2020 Q2	$0	Sell	7 -89	-93%	-$1.99K	﹤0.01%	1808
2020 Q1	$2K	Buy	96 +3	+3%	+$79	﹤0.01%	1478
2019 Q4	$3K	Buy	+93	New	+$2.68K	﹤0.01%	1534
2019 Q3	–	Sell	-16	Closed	–	–	1756
2019 Q2	$0	Sell	16 -365	-96%	-$10.2K	﹤0.01%	1692
2019 Q1	$11K	Buy	+381	New	+$10.6K	﹤0.01%	971
2016 Q3	–	Sell	-366	Closed	-$7.81K	–	859
2016 Q2	$7.81K	Buy	+366	New	+$7.57K	﹤0.01%	636

Other funds holding FNDE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sonora Investment Management's FNDE Position: Q1 2021 in Review

Sonora Investment Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2021, closing a stake of 689 shares — an estimated $19K sold.

Sonora Investment Management first reported a position in FNDE in Q2 2016 and held it in 8 quarters. The position peaked at $19K in Q4 2020. 202 funds tracked by Wall St. Rank hold FNDE as of Q1 2021.

Sonora Investment Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2021 after selling out during the quarter.
Sonora Investment Management sold 689 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2021, an estimated $19K.
Sonora Investment Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2016 and held it in 8 quarters.
Sonora Investment Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $19K in Q4 2020.
202 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2021.

Based on Sonora Investment Management's 13F filing for Q1 2021, filed 28 Apr 2021.