1WA
ETFC

180 Wealth Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

180 Wealth Advisors’s Portfolio ETFC Stock Details ETFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-14,599
Closed -$674K – 276
2019
Q4 		$674K Sell
14,599
-275
-2% -$11.7K 0.27% 96
2019
Q3 		$587K Buy
+14,874
New +$658K 0.26% 105

Other funds holding ETFC

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

180 Wealth Advisors's ETFC Position: Q1 2020 in Review

180 Wealth Advisors sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 14,599 shares — an estimated $674K sold.

180 Wealth Advisors first reported a position in ETFC in Q3 2019 and held it in 2 quarters. The position peaked at $674K in Q4 2019. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

  • 180 Wealth Advisors reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
  • 180 Wealth Advisors sold 14,599 E*Trade Financial Corporation shares in Q1 2020, an estimated $674K.
  • 180 Wealth Advisors first reported a position in E*Trade Financial Corporation in Q3 2019 and held it in 2 quarters.
  • 180 Wealth Advisors's E*Trade Financial Corporation position peaked at $674K in Q4 2019.
  • 415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on 180 Wealth Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.