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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

Other funds holding ETD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bar Harbor Wealth Management's ETD Position: Q4 2017 in Review

Bar Harbor Wealth Management sold out of Ethan Allen Interiors (ETD) in Q4 2017, closing a stake of 12,621 shares — an estimated $409K sold.

Bar Harbor Wealth Management first reported a position in ETD in Q2 2016 and held it in 6 quarters. The position peaked at $496K in Q4 2016. 164 funds tracked by Wall St. Rank hold ETD as of Q4 2017.

  • Bar Harbor Wealth Management reported no remaining Ethan Allen Interiors position as of Q4 2017 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 12,621 Ethan Allen Interiors shares in Q4 2017, an estimated $409K.
  • Bar Harbor Wealth Management first reported a position in Ethan Allen Interiors in Q2 2016 and held it in 6 quarters.
  • Bar Harbor Wealth Management's Ethan Allen Interiors position peaked at $496K in Q4 2016.
  • 164 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2017.

Based on Bar Harbor Wealth Management's 13F filing for Q4 2017, filed 17 Jan 2018.