AAP
ETFC

Arax Advisory Partners’s E*Trade Financial Corporation ETFC Stock Holding History

Arax Advisory Partners’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
2018
Q4 		– Sell
-113
Closed -$6K – 631
2018
Q3 		$6K Sell
113
-44
-28% -$2.58K ﹤0.01% 521
2018
Q2 		$9K Buy
157
+129
+461% +$7.99K ﹤0.01% 355
2018
Q1 		$1K Buy
+28
New +$1.49K ﹤0.01% 475
2017
Q2 		– Sell
-94
Closed -$3K – 543
2017
Q1 		$3K Hold
94
– – ﹤0.01% 411
2016
Q4 		$3K Buy
+94
New +$3K ﹤0.01% 443

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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arax Advisory Partners's ETFC Position: Q4 2018 in Review

Arax Advisory Partners sold out of E*Trade Financial Corporation (ETFC) in Q4 2018, closing a stake of 113 shares — an estimated $6K sold.

Arax Advisory Partners first reported a position in ETFC in Q4 2016 and held it in 5 quarters. The position peaked at $9K in Q2 2018. 527 funds tracked by Wall St. Rank hold ETFC as of Q4 2018.

  • Arax Advisory Partners reported no remaining E*Trade Financial Corporation position as of Q4 2018 after selling out during the quarter.
  • Arax Advisory Partners sold 113 E*Trade Financial Corporation shares in Q4 2018, an estimated $6K.
  • Arax Advisory Partners first reported a position in E*Trade Financial Corporation in Q4 2016 and held it in 5 quarters.
  • Arax Advisory Partners's E*Trade Financial Corporation position peaked at $9K in Q2 2018.
  • 527 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2018.

Based on Arax Advisory Partners's 13F filing for Q4 2018, filed 6 Feb 2019.