Financial Gravity Asset Management’s E*Trade Financial Corporation ETFC Stock Holding History

Financial Gravity Asset 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 Q4	–	Sell	-134	Closed	-$6K	–	1812
2019 Q3	$6K	Sell	134 -58	-30%	-$2.57K	0.01%	685
2019 Q2	$9K	Sell	192 -116	-38%	-$5.54K	0.01%	626
2019 Q1	$15K	Buy	+308	New	+$14.7K	0.01%	490
2018 Q3	$346K	Buy	7,264 +1,458	+25%	+$85.5K	0.36%	46
2018 Q2	$352K	Buy	5,806 +1,592	+38%	+$98.5K	0.33%	45
2018 Q1	$256K	Buy	+4,214	New	+$225K	0.26%	67

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Financial Gravity Asset Management's ETFC Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2019, closing a stake of 134 shares — an estimated $6K sold.

Financial Gravity Asset Management first reported a position in ETFC in Q1 2018 and held it in 6 quarters. The position peaked at $352K in Q2 2018. 475 funds tracked by Wall St. Rank hold ETFC as of Q4 2019.

Financial Gravity Asset Management reported no remaining E*Trade Financial Corporation position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 134 E*Trade Financial Corporation shares in Q4 2019, an estimated $6K.
Financial Gravity Asset Management first reported a position in E*Trade Financial Corporation in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's E*Trade Financial Corporation position peaked at $352K in Q2 2018.
475 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.