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Whitney & Co’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Whitney & Co’s Portfolio FNDE Stock Details FNDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-826
Closed -$23K – 228
2018
Q3 		$23K Buy
826
+508
+160% +$14.3K 0.01% 234
2018
Q2 		$9K Hold
318
– – ﹤0.01% 248
2018
Q1 		$10K Buy
+318
New +$9.96K ﹤0.01% 243

Other funds holding FNDE

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 $851M AUM 5.13% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Whitney & Co's FNDE Position: Q4 2018 in Review

Whitney & Co sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q4 2018, closing a stake of 826 shares — an estimated $23K sold.

Whitney & Co first reported a position in FNDE in Q1 2018 and held it in 3 quarters. The position peaked at $23K in Q3 2018. 128 funds tracked by Wall St. Rank hold FNDE as of Q4 2018.

  • Whitney & Co reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 826 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q4 2018, an estimated $23K.
  • Whitney & Co first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2018 and held it in 3 quarters.
  • Whitney & Co's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $23K in Q3 2018.
  • 128 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.