FWM
ETFC

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

Frontier 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
2017
Q4 		– Sell
-5,644
Closed -$246K – 413
2017
Q3 		$246K Sell
5,644
-502
-8% -$20.4K 0.04% 328
2017
Q2 		$234K Buy
+6,146
New +$217K 0.04% 339

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Frontier Wealth Management's ETFC Position: Q4 2017 in Review

Frontier Wealth Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2017, closing a stake of 5,644 shares — an estimated $246K sold.

Frontier Wealth Management first reported a position in ETFC in Q2 2017 and held it in 2 quarters. The position peaked at $246K in Q3 2017. 492 funds tracked by Wall St. Rank hold ETFC as of Q4 2017.

  • Frontier Wealth Management reported no remaining E*Trade Financial Corporation position as of Q4 2017 after selling out during the quarter.
  • Frontier Wealth Management sold 5,644 E*Trade Financial Corporation shares in Q4 2017, an estimated $246K.
  • Frontier Wealth Management first reported a position in E*Trade Financial Corporation in Q2 2017 and held it in 2 quarters.
  • Frontier Wealth Management's E*Trade Financial Corporation position peaked at $246K in Q3 2017.
  • 492 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2017.

Based on Frontier Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.