EGA
ETFC

Eagle Global Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

Eagle Global 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
2017
Q3 		– Sell
-5,813
Closed -$221K – 407
2017
Q2 		$221K Buy
+5,813
New +$206K 0.01% 346

Other funds holding ETFC

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Eagle Global Advisors's ETFC Position: Q3 2017 in Review

Eagle Global Advisors sold out of E*Trade Financial Corporation (ETFC) in Q3 2017, closing a stake of 5,813 shares — an estimated $221K sold.

Eagle Global Advisors first reported a position in ETFC in Q2 2017 and held it in 1 quarter. The position peaked at $221K in Q2 2017. 456 funds tracked by Wall St. Rank hold ETFC as of Q3 2017.

  • Eagle Global Advisors reported no remaining E*Trade Financial Corporation position as of Q3 2017 after selling out during the quarter.
  • Eagle Global Advisors sold 5,813 E*Trade Financial Corporation shares in Q3 2017, an estimated $221K.
  • Eagle Global Advisors first reported a position in E*Trade Financial Corporation in Q2 2017 and held it in 1 quarter.
  • Eagle Global Advisors's E*Trade Financial Corporation position peaked at $221K in Q2 2017.
  • 456 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2017.

Based on Eagle Global Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.