Creative Planning
ETFC

Creative Planning’s E*Trade Financial Corporation ETFC Stock Holding History

Creative Planning’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
2015
Q1 		– Sell
-5,000
Closed -$2K – 4484
2014
Q4 		$2K Hold
5,000
– – ﹤0.01% 3882
2014
Q3 		$3K Hold
5,000
– – ﹤0.01% 3566
2014
Q2 		$4K Hold
5,000
– – ﹤0.01% 3342
2014
Q1 		$9K Buy
+5,000
New +$110K ﹤0.01% 2820

Other funds holding ETFC

CIC
Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return