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Westbourne Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Westbourne Investment Advisors’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,713
Closed -$95K – 138
2018
Q3 		$95K Buy
+3,713
New +$96.2K 0.07% 128

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WF
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Wealth Enhancement Advisory Services
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SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Westbourne Investment Advisors's SCHE Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2018, closing a stake of 3,713 shares — an estimated $95K sold.

Westbourne Investment Advisors first reported a position in SCHE in Q3 2018 and held it in 1 quarter. The position peaked at $95K in Q3 2018. 494 funds tracked by Wall St. Rank hold SCHE as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 3,713 Schwab Emerging Markets Equity ETF shares in Q4 2018, an estimated $95K.
  • Westbourne Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $95K in Q3 2018.
  • 494 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.