FPFS
ETFC

First Personal Financial Services’s E*Trade Financial Corporation ETFC Stock Holding History

First Personal Financial Services’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
-8
Closed – – 585
2019
Q3 		$0 Hold
8
– – ﹤0.01% 805
2019
Q2 		$0 Buy
+8
New +$382 ﹤0.01% 816
2018
Q2 		– Sell
-120
Closed -$7K – 1007
2018
Q1 		$7K Buy
+120
New +$6.4K ﹤0.01% 886

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

First Personal Financial Services's ETFC Position: Q4 2019 in Review

First Personal Financial Services sold out of E*Trade Financial Corporation (ETFC) in Q4 2019, closing a stake of 8 shares.

First Personal Financial Services first reported a position in ETFC in Q1 2018 and held it in 3 quarters. The position peaked at $7K in Q1 2018. 475 funds tracked by Wall St. Rank hold ETFC as of Q4 2019.

  • First Personal Financial Services reported no remaining E*Trade Financial Corporation position as of Q4 2019 after selling out during the quarter.
  • First Personal Financial Services sold 8 E*Trade Financial Corporation shares in Q4 2019.
  • First Personal Financial Services first reported a position in E*Trade Financial Corporation in Q1 2018 and held it in 3 quarters.
  • First Personal Financial Services's E*Trade Financial Corporation position peaked at $7K in Q1 2018.
  • 475 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2019.

Based on First Personal Financial Services's 13F filing for Q4 2019, filed 24 Jan 2020.