BWA
ETFC

BDO Wealth Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

BDO Wealth Advisors’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
Q1 		– Sell
-1,000
Closed -$50K – 631
2017
Q4 		$50K Buy
+1,000
New +$45.9K 0.02% 217

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

BDO Wealth Advisors's ETFC Position: Q1 2018 in Review

BDO Wealth Advisors sold out of E*Trade Financial Corporation (ETFC) in Q1 2018, closing a stake of 1,000 shares — an estimated $50K sold.

BDO Wealth Advisors first reported a position in ETFC in Q4 2017 and held it in 1 quarter. The position peaked at $50K in Q4 2017. 500 funds tracked by Wall St. Rank hold ETFC as of Q1 2018.

  • BDO Wealth Advisors reported no remaining E*Trade Financial Corporation position as of Q1 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,000 E*Trade Financial Corporation shares in Q1 2018, an estimated $50K.
  • BDO Wealth Advisors first reported a position in E*Trade Financial Corporation in Q4 2017 and held it in 1 quarter.
  • BDO Wealth Advisors's E*Trade Financial Corporation position peaked at $50K in Q4 2017.
  • 500 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2018.

Based on BDO Wealth Advisors's 13F filing for Q1 2018, filed 23 May 2018.