AIA
ETFC

Alera Investment Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-61
Closed -$3K – 1173
2019
Q1 		$3K Hold
61
– – ﹤0.01% 771
2018
Q4 		$3K Buy
+61
New +$2.99K ﹤0.01% 720

Other funds holding ETFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alera Investment Advisors's ETFC Position: Q2 2019 in Review

Alera Investment Advisors sold out of E*Trade Financial Corporation (ETFC) in Q2 2019, closing a stake of 61 shares — an estimated $3K sold.

Alera Investment Advisors first reported a position in ETFC in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 515 funds tracked by Wall St. Rank hold ETFC as of Q2 2019.

  • Alera Investment Advisors reported no remaining E*Trade Financial Corporation position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 61 E*Trade Financial Corporation shares in Q2 2019, an estimated $3K.
  • Alera Investment Advisors first reported a position in E*Trade Financial Corporation in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's E*Trade Financial Corporation position peaked at $3K in Q1 2019.
  • 515 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.