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ETFC

Avantax Planning Partners’s E*Trade Financial Corporation ETFC Stock Holding History

Avantax Planning 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
Q2 		– Sell
-240
Closed -$14K – 1716
2018
Q1 		$14K Buy
+240
New +$12.8K ﹤0.01% 924

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Planning Partners's ETFC Position: Q2 2018 in Review

Avantax Planning Partners sold out of E*Trade Financial Corporation (ETFC) in Q2 2018, closing a stake of 240 shares — an estimated $14K sold.

Avantax Planning Partners first reported a position in ETFC in Q1 2018 and held it in 1 quarter. The position peaked at $14K in Q1 2018. 540 funds tracked by Wall St. Rank hold ETFC as of Q2 2018.

  • Avantax Planning Partners reported no remaining E*Trade Financial Corporation position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 240 E*Trade Financial Corporation shares in Q2 2018, an estimated $14K.
  • Avantax Planning Partners first reported a position in E*Trade Financial Corporation in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's E*Trade Financial Corporation position peaked at $14K in Q1 2018.
  • 540 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.