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

Stanford Investment Group’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
2017
Q1 		– Sell
-2,000
Closed -$57K – 101
2016
Q4 		$57K Hold
2,000
– – 0.03% 132
2016
Q3 		$59K Hold
2,000
– – 0.03% 134
2016
Q2 		$54K Hold
2,000
– – 0.03% 132
2016
Q1 		$54K Buy
+2,000
New +$50.2K 0.03% 128

Other funds holding FNDC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stanford Investment Group's FNDC Position: Q1 2017 in Review

Stanford Investment Group sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2017, closing a stake of 2,000 shares — an estimated $57K sold.

Stanford Investment Group first reported a position in FNDC in Q1 2016 and held it in 4 quarters. The position peaked at $59K in Q3 2016. 46 funds tracked by Wall St. Rank hold FNDC as of Q1 2017.

  • Stanford Investment Group reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 2,000 Schwab Fundamental International Small Company Index ETF shares in Q1 2017, an estimated $57K.
  • Stanford Investment Group first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2016 and held it in 4 quarters.
  • Stanford Investment Group's Schwab Fundamental International Small Company Index ETF position peaked at $59K in Q3 2016.
  • 46 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.