GIS
ETFC

Guardian Investor Services’s E*Trade Financial Corporation ETFC Stock Holding History

Guardian Investor 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
2015
Q1 		$57K Hold
1,993
– – 0.05% 424
2014
Q4 		$48K Sell
1,993
-52
-3% -$1.17K 0.04% 450
2014
Q3 		$46K Sell
2,045
-100
-5% -$2.19K 0.04% 452
2014
Q2 		$46K Sell
2,145
-70
-3% -$1.47K 0.04% 459
2014
Q1 		$51K Sell
2,215
-83
-4% -$1.82K 0.04% 440
2013
Q4 		$45K Hold
2,298
– – 0.03% 451
2013
Q3 		$38K Sell
2,298
-21
-0.9% -$313 0.03% 454
2013
Q2 		$29K Buy
+2,319
New +$25.6K 0.02% 481

Other funds holding ETFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Guardian Investor Services's ETFC Position: Q1 2015 in Review

Guardian Investor Services held its E*Trade Financial Corporation (ETFC) position steady in Q1 2015 at 1,993 shares worth $57K. The position accounts for 0.05% of the portfolio, ranked #424.

Guardian Investor Services first reported a position in ETFC in Q2 2013 and has held it in 8 quarters since. 347 funds tracked by Wall St. Rank hold ETFC as of Q1 2015.

  • Guardian Investor Services held 1,993 shares of E*Trade Financial Corporation worth $57K as of Q1 2015.
  • Guardian Investor Services left its E*Trade Financial Corporation share count unchanged in Q1 2015.
  • E*Trade Financial Corporation made up 0.05% of Guardian Investor Services's portfolio in Q1 2015, its #424 holding.
  • Guardian Investor Services first reported a position in E*Trade Financial Corporation in Q2 2013 and has held it in 8 quarters since.
  • 347 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.