United Capital Financial Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

United Capital Financial Advisors’s Portfolio FNDB Stock Details FNDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-738,966	Closed	-$6.69M	–	1237
2015 Q3	$6.69M	Sell	738,966 -74,322	-9%	-$714K	0.08%	261
2015 Q2	$8.04M	Buy	+813,288	New	+$8.25M	0.09%	256

Other funds holding FNDB

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

United Capital Financial Advisors's FNDB Position: Q4 2015 in Review

United Capital Financial Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2015, closing a stake of 738,966 shares — an estimated $6.69M sold.

United Capital Financial Advisors first reported a position in FNDB in Q2 2015 and held it in 2 quarters. The position peaked at $8.04M in Q2 2015. 32 funds tracked by Wall St. Rank hold FNDB as of Q4 2015.

United Capital Financial Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2015 after selling out during the quarter.
United Capital Financial Advisors sold 738,966 Schwab Fundamental US Broad Market Index ETF shares in Q4 2015, an estimated $6.69M.
United Capital Financial Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2015 and held it in 2 quarters.
United Capital Financial Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $8.04M in Q2 2015.
32 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.