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Bar Harbor Wealth Management’s Ethan Allen Interiors ETD Stock Holding History

Bar Harbor Wealth Management’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-12,621
Closed -$409K – 316
2017
Q3 		$409K Sell
12,621
-331
-3% -$10.1K 0.05% 206
2017
Q2 		$418K Hold
12,952
– – 0.05% 210
2017
Q1 		$397K Sell
12,952
-518
-4% -$15.7K 0.05% 224
2016
Q4 		$496K Hold
13,470
– – 0.05% 213
2016
Q3 		$421K Buy
13,470
+244
+2% +$8.27K 0.05% 228
2016
Q2 		$437K Buy
+13,226
New +$427K 0.05% 217

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DGI
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RA
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return