HFP
ETFC

Holistic Financial Partners’s E*Trade Financial Corporation ETFC Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-950
Closed -$53K – 404
2018
Q1 		$53K Buy
950
+15
+2% +$800 0.04% 191
2017
Q4 		$46K Buy
+935
New +$42.9K 0.04% 212

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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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Holistic Financial Partners's ETFC Position: Q2 2018 in Review

Holistic Financial Partners sold out of E*Trade Financial Corporation (ETFC) in Q2 2018, closing a stake of 950 shares — an estimated $53K sold.

Holistic Financial Partners first reported a position in ETFC in Q4 2017 and held it in 2 quarters. The position peaked at $53K in Q1 2018. 540 funds tracked by Wall St. Rank hold ETFC as of Q2 2018.

  • Holistic Financial Partners reported no remaining E*Trade Financial Corporation position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 950 E*Trade Financial Corporation shares in Q2 2018, an estimated $53K.
  • Holistic Financial Partners first reported a position in E*Trade Financial Corporation in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's E*Trade Financial Corporation position peaked at $53K in Q1 2018.
  • 540 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.