Destination Wealth Management’s E*Trade Financial Corporation ETFC Stock Holding History

Destination Wealth Management’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 Q3	–	Sell	-39	Closed	-$2K	–	551
2019 Q2	$2K	Hold	39	–	–	﹤0.01%	535
2019 Q1	$2K	Hold	39	–	–	﹤0.01%	618
2018 Q4	$2K	Hold	39	–	–	﹤0.01%	488
2018 Q3	$2K	Hold	39	–	–	﹤0.01%	601
2018 Q2	$2K	Hold	39	–	–	﹤0.01%	483
2018 Q1	$2K	Buy	+39	New	+$2.08K	﹤0.01%	517

Other funds holding ETFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Destination Wealth Management's ETFC Position: Q3 2019 in Review

Destination Wealth Management sold out of E*Trade Financial Corporation (ETFC) in Q3 2019, closing a stake of 39 shares — an estimated $2K sold.

Destination Wealth Management first reported a position in ETFC in Q1 2018 and held it in 6 quarters. The position peaked at $2K in Q2 2019. 471 funds tracked by Wall St. Rank hold ETFC as of Q3 2019.

Destination Wealth Management reported no remaining E*Trade Financial Corporation position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 39 E*Trade Financial Corporation shares in Q3 2019, an estimated $2K.
Destination Wealth Management first reported a position in E*Trade Financial Corporation in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's E*Trade Financial Corporation position peaked at $2K in Q2 2019.
471 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.