FGC
ETFC

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

Financial Gravity Companies’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
Q4 		$353K Buy
+7,453
New +$365K 0.32% 42
2018
Q1 		$256K Buy
4,214
+385
+10% +$20.5K 0.26% 67
2017
Q4 		$202K Buy
+3,829
New +$176K 0.23% 79

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 Gravity Companies's ETFC Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in E*Trade Financial Corporation (ETFC) in Q4 2018: 7,453 shares worth $353K. The stake represents 0.32% of the portfolio and ranks #42 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ETFC as recently as Q1 2018.

Financial Gravity Companies first reported a position in ETFC in Q4 2017 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold ETFC as of Q4 2018.

  • Financial Gravity Companies held 7,453 shares of E*Trade Financial Corporation worth $353K as of Q4 2018.
  • E*Trade Financial Corporation was a new Financial Gravity Companies position in Q4 2018.
  • E*Trade Financial Corporation made up 0.32% of Financial Gravity Companies's portfolio in Q4 2018, its #42 holding.
  • Financial Gravity Companies first reported a position in E*Trade Financial Corporation in Q4 2017 and has held it in 3 quarters since.
  • 527 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.