AI
ETFC

Atria Investments’s E*Trade Financial Corporation ETFC Stock Holding History

Atria Investments’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
Q1 		– Sell
-12,790
Closed -$561K – 1056
2018
Q4 		$561K Buy
+12,790
New +$627K 0.02% 464
2018
Q3 		– Sell
-9,366
Closed -$573K – 1068
2018
Q2 		$573K Buy
9,366
+3,160
+51% +$196K 0.03% 524
2018
Q1 		$344K Sell
6,206
-2,661
-30% -$142K 0.02% 630
2017
Q4 		$440K Buy
8,867
+2,228
+34% +$102K 0.02% 516
2017
Q3 		$290K Buy
+6,639
New +$270K 0.02% 618
2013
Q4 		– Sell
-73,000
Closed -$1.21M – 476
2013
Q3 		$1.21M Buy
+73,000
New +$1.09M 0.13% 136

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Atria Investments's ETFC Position: Q1 2019 in Review

Atria Investments sold out of E*Trade Financial Corporation (ETFC) in Q1 2019, closing a stake of 12,790 shares — an estimated $561K sold.

Atria Investments first reported a position in ETFC in Q3 2013 and held it in 6 quarters. The position peaked at $1.21M in Q3 2013. 514 funds tracked by Wall St. Rank hold ETFC as of Q1 2019.

  • Atria Investments reported no remaining E*Trade Financial Corporation position as of Q1 2019 after selling out during the quarter.
  • Atria Investments sold 12,790 E*Trade Financial Corporation shares in Q1 2019, an estimated $561K.
  • Atria Investments first reported a position in E*Trade Financial Corporation in Q3 2013 and held it in 6 quarters.
  • Atria Investments's E*Trade Financial Corporation position peaked at $1.21M in Q3 2013.
  • 514 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2019.

Based on Atria Investments's 13F filing for Q1 2019, filed 15 May 2019.