CCA
ETFC

Checchi Capital Advisers’s E*Trade Financial Corporation ETFC Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-3,163
Closed -$74K – 1382
2016
Q2 		$74K Buy
3,163
+51
+2% +$1.29K 0.01% 698
2016
Q1 		$76K Buy
+3,112
New +$75.3K 0.02% 686

Other funds holding ETFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Checchi Capital Advisers's ETFC Position: Q3 2016 in Review

Checchi Capital Advisers sold out of E*Trade Financial Corporation (ETFC) in Q3 2016, closing a stake of 3,163 shares — an estimated $74K sold.

Checchi Capital Advisers first reported a position in ETFC in Q1 2016 and held it in 2 quarters. The position peaked at $76K in Q1 2016. 360 funds tracked by Wall St. Rank hold ETFC as of Q3 2016.

  • Checchi Capital Advisers reported no remaining E*Trade Financial Corporation position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 3,163 E*Trade Financial Corporation shares in Q3 2016, an estimated $74K.
  • Checchi Capital Advisers first reported a position in E*Trade Financial Corporation in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's E*Trade Financial Corporation position peaked at $76K in Q1 2016.
  • 360 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.