West Coast Financial’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

West Coast Financial’s Portfolio FNDF Stock Details FNDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-7,044	Closed	-$211K	–	115
2018 Q3	$211K	Buy	+7,044	New	+$209K	0.05%	130
2017 Q4	–	Sell	-7,243	Closed	-$216K	–	116
2017 Q3	$216K	Buy	+7,243	New	+$210K	0.06%	133
2017 Q1	–	Sell	-9,261	Closed	-$232K	–	123
2016 Q4	$232K	Sell	9,261 -33,645	-78%	-$844K	0.07%	121
2016 Q3	$1.08M	Sell	42,906 -27,221	-39%	-$670K	0.35%	69
2016 Q2	$1.67M	Buy	+70,127	New	+$1.68M	0.6%	49

Other funds holding FNDF

CSIA

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

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

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

West Coast Financial's FNDF Position: Q4 2018 in Review

West Coast Financial sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2018, closing a stake of 7,044 shares — an estimated $211K sold.

West Coast Financial first reported a position in FNDF in Q2 2016 and held it in 5 quarters. The position peaked at $1.67M in Q2 2016. 163 funds tracked by Wall St. Rank hold FNDF as of Q4 2018.

West Coast Financial reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q4 2018 after selling out during the quarter.
West Coast Financial sold 7,044 Schwab Fundamental International Large Company Index ETF shares in Q4 2018, an estimated $211K.
West Coast Financial first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2016 and held it in 5 quarters.
West Coast Financial's Schwab Fundamental International Large Company Index ETF position peaked at $1.67M in Q2 2016.
163 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2018.

Based on West Coast Financial's 13F filing for Q4 2018, filed 29 Jan 2019.