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Sowell Financial Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Sowell Financial Services’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,800
Closed -$20K – 366
2016
Q4 		$20K Buy
+1,800
New +$19K 0.01% 423

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ML
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PWS
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RC
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Sowell Financial Services's FNDX Position: Q1 2017 in Review

Sowell Financial Services sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2017, closing a stake of 1,800 shares — an estimated $20K sold.

Sowell Financial Services first reported a position in FNDX in Q4 2016 and held it in 1 quarter. The position peaked at $20K in Q4 2016. 77 funds tracked by Wall St. Rank hold FNDX as of Q1 2017.

  • Sowell Financial Services reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 1,800 Schwab Fundamental US Large Company Index ETF shares in Q1 2017, an estimated $20K.
  • Sowell Financial Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's Schwab Fundamental US Large Company Index ETF position peaked at $20K in Q4 2016.
  • 77 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.