CIAS
ETFC

Capital Investment Advisory Services’s E*Trade Financial Corporation ETFC Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-150
Closed -$7K – 1384
2019
Q3 		$7K Hold
150
– – ﹤0.01% 1080
2019
Q2 		$7K Buy
+150
New +$7.17K ﹤0.01% 1080

Other funds holding ETFC

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital Investment Advisory Services's ETFC Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of E*Trade Financial Corporation (ETFC) in Q4 2019, closing a stake of 150 shares — an estimated $7K sold.

Capital Investment Advisory Services first reported a position in ETFC in Q2 2019 and held it in 2 quarters. The position peaked at $7K in Q3 2019. 475 funds tracked by Wall St. Rank hold ETFC as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining E*Trade Financial Corporation position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 150 E*Trade Financial Corporation shares in Q4 2019, an estimated $7K.
  • Capital Investment Advisory Services first reported a position in E*Trade Financial Corporation in Q2 2019 and held it in 2 quarters.
  • Capital Investment Advisory Services's E*Trade Financial Corporation position peaked at $7K in Q3 2019.
  • 475 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.