GSWM
ETFC

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

Golden State 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
2019
Q4 		– Sell
-1,300
Closed -$57K – 1080
2019
Q3 		$57K Buy
1,300
+450
+53% +$19.9K 0.02% 397
2019
Q2 		$37K Sell
850
-100
-11% -$4.78K 0.01% 519
2019
Q1 		$44K Buy
+950
New +$45.2K 0.01% 480

Other funds holding ETFC

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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

Golden State Wealth Management's ETFC Position: Q4 2019 in Review

Golden State Wealth Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2019, closing a stake of 1,300 shares — an estimated $57K sold.

Golden State Wealth Management first reported a position in ETFC in Q1 2019 and held it in 3 quarters. The position peaked at $57K in Q3 2019. 475 funds tracked by Wall St. Rank hold ETFC as of Q4 2019.

  • Golden State Wealth Management reported no remaining E*Trade Financial Corporation position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 1,300 E*Trade Financial Corporation shares in Q4 2019, an estimated $57K.
  • Golden State Wealth Management first reported a position in E*Trade Financial Corporation in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's E*Trade Financial Corporation position peaked at $57K in Q3 2019.
  • 475 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.