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West Coast Financial’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

West Coast Financial’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
2016
Q4 		– Sell
-17,153
Closed -$502K – 129
2016
Q3 		$502K Sell
17,153
-10,219
-37% -$290K 0.16% 91
2016
Q2 		$739K Buy
+27,372
New +$747K 0.27% 70

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 $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

West Coast Financial's FNDC Position: Q4 2016 in Review

West Coast Financial sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q4 2016, closing a stake of 17,153 shares — an estimated $502K sold.

West Coast Financial first reported a position in FNDC in Q2 2016 and held it in 2 quarters. The position peaked at $739K in Q2 2016. 39 funds tracked by Wall St. Rank hold FNDC as of Q4 2016.

  • West Coast Financial reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q4 2016 after selling out during the quarter.
  • West Coast Financial sold 17,153 Schwab Fundamental International Small Company Index ETF shares in Q4 2016, an estimated $502K.
  • West Coast Financial first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2016 and held it in 2 quarters.
  • West Coast Financial's Schwab Fundamental International Small Company Index ETF position peaked at $739K in Q2 2016.
  • 39 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q4 2016.

Based on West Coast Financial's 13F filing for Q4 2016, filed 20 Jan 2017.