EWM
ETFC

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

Evercore 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
2016
Q4 		– Sell
-413
Closed -$12K – 1113
2016
Q3 		$12K Hold
413
– – ﹤0.01% 855
2016
Q2 		$10K Buy
+413
New +$10.5K ﹤0.01% 855

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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Evercore Wealth Management's ETFC Position: Q4 2016 in Review

Evercore Wealth Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2016, closing a stake of 413 shares — an estimated $12K sold.

Evercore Wealth Management first reported a position in ETFC in Q2 2016 and held it in 2 quarters. The position peaked at $12K in Q3 2016. 426 funds tracked by Wall St. Rank hold ETFC as of Q4 2016.

  • Evercore Wealth Management reported no remaining E*Trade Financial Corporation position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 413 E*Trade Financial Corporation shares in Q4 2016, an estimated $12K.
  • Evercore Wealth Management first reported a position in E*Trade Financial Corporation in Q2 2016 and held it in 2 quarters.
  • Evercore Wealth Management's E*Trade Financial Corporation position peaked at $12K in Q3 2016.
  • 426 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.