FCI
ETFC

Financial Counselors Inc’s E*Trade Financial Corporation ETFC Stock Holding History

Financial Counselors Inc’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
2018
Q3 		– Sell
-4,269
Closed -$261K – 526
2018
Q2 		$261K Sell
4,269
-684
-14% -$42.3K 0.01% 423
2018
Q1 		$274K Sell
4,953
-457
-8% -$24.4K 0.01% 407
2017
Q4 		$268K Sell
5,410
-562
-9% -$25.8K 0.01% 415
2017
Q3 		$260K Buy
5,972
+628
+12% +$25.5K 0.01% 420
2017
Q2 		$203K Buy
+5,344
New +$189K 0.01% 463
2017
Q1 		– Sell
-7,433
Closed -$258K – 529
2016
Q4 		$258K Buy
+7,433
New +$237K 0.01% 419
2016
Q1 		– Sell
-6,826
Closed -$202K – 466
2015
Q4 		$202K Sell
6,826
-1,713
-20% -$49.2K 0.01% 417
2015
Q3 		$225K Buy
8,539
+280
+3% +$7.76K 0.02% 395
2015
Q2 		$247K Sell
8,259
-1,350
-14% -$39.7K 0.02% 390
2015
Q1 		$274K Hold
9,609
– – 0.02% 387
2014
Q4 		$233K Buy
+9,609
New +$215K 0.01% 390

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Counselors Inc's ETFC Position: Q3 2018 in Review

Financial Counselors Inc sold out of E*Trade Financial Corporation (ETFC) in Q3 2018, closing a stake of 4,269 shares — an estimated $261K sold.

Financial Counselors Inc first reported a position in ETFC in Q4 2014 and held it in 11 quarters. The position peaked at $274K in Q1 2018. 522 funds tracked by Wall St. Rank hold ETFC as of Q3 2018.

  • Financial Counselors Inc reported no remaining E*Trade Financial Corporation position as of Q3 2018 after selling out during the quarter.
  • Financial Counselors Inc sold 4,269 E*Trade Financial Corporation shares in Q3 2018, an estimated $261K.
  • Financial Counselors Inc first reported a position in E*Trade Financial Corporation in Q4 2014 and held it in 11 quarters.
  • Financial Counselors Inc's E*Trade Financial Corporation position peaked at $274K in Q1 2018.
  • 522 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2018.

Based on Financial Counselors Inc's 13F filing for Q3 2018, filed 30 Oct 2018.