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

Elmwood 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
2020 Q2	–	Sell	-150	Closed	-$8.31K	–	366
2020 Q1	$8.31K	Buy	+150	New	+$6.34K	0.01%	201
2019 Q3	–	Sell	-151	Closed	-$7K	–	288
2019 Q2	$7K	Buy	151 +1	+0.7%	+$48	0.01%	212
2019 Q1	$7K	Hold	150	–	–	0.01%	204
2018 Q4	$7K	Hold	150	–	–	0.01%	212
2018 Q3	$7.86K	Hold	150	–	–	0.01%	211
2018 Q2	$9.17K	Hold	150	–	–	0.01%	202
2018 Q1	$8.31K	Buy	+150	New	+$8K	0.01%	201

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Elmwood Wealth Management's ETFC Position: Q2 2020 in Review

Elmwood Wealth Management sold out of E*Trade Financial Corporation (ETFC) in Q2 2020, closing a stake of 150 shares — an estimated $8.31K sold.

Elmwood Wealth Management first reported a position in ETFC in Q1 2018 and held it in 7 quarters. The position peaked at $9.17K in Q2 2018. 410 funds tracked by Wall St. Rank hold ETFC as of Q2 2020.

Elmwood Wealth Management reported no remaining E*Trade Financial Corporation position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 150 E*Trade Financial Corporation shares in Q2 2020, an estimated $8.31K.
Elmwood Wealth Management first reported a position in E*Trade Financial Corporation in Q1 2018 and held it in 7 quarters.
Elmwood Wealth Management's E*Trade Financial Corporation position peaked at $9.17K in Q2 2018.
410 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.