EWM
ETFC

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

Executive 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
-902
Closed -$40K – 904
2019
Q2 		$40K Buy
902
+202
+29% +$9.65K 0.01% 341
2019
Q1 		$33K Hold
700
– – 0.01% 342
2018
Q4 		$31K Buy
+700
New +$34.3K 0.01% 356

Other funds holding ETFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Executive Wealth Management sold out of E*Trade Financial Corporation (ETFC) in Q3 2019, closing a stake of 902 shares — an estimated $40K sold.

Executive Wealth Management first reported a position in ETFC in Q4 2018 and held it in 3 quarters. The position peaked at $40K in Q2 2019. 471 funds tracked by Wall St. Rank hold ETFC as of Q3 2019.

  • Executive Wealth Management reported no remaining E*Trade Financial Corporation position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 902 E*Trade Financial Corporation shares in Q3 2019, an estimated $40K.
  • Executive Wealth Management first reported a position in E*Trade Financial Corporation in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's E*Trade Financial Corporation position peaked at $40K in Q2 2019.
  • 471 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.