IWP
ETFC

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

Icon Wealth 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
2019
Q2 		– Sell
-49
Closed -$2K – 874
2019
Q1 		$2K Buy
+49
New +$2.33K ﹤0.01% 849

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Icon Wealth Partners's ETFC Position: Q2 2019 in Review

Icon Wealth Partners sold out of E*Trade Financial Corporation (ETFC) in Q2 2019, closing a stake of 49 shares — an estimated $2K sold.

Icon Wealth Partners first reported a position in ETFC in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 514 funds tracked by Wall St. Rank hold ETFC as of Q2 2019.

  • Icon Wealth Partners reported no remaining E*Trade Financial Corporation position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 49 E*Trade Financial Corporation shares in Q2 2019, an estimated $2K.
  • Icon Wealth Partners first reported a position in E*Trade Financial Corporation in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's E*Trade Financial Corporation position peaked at $2K in Q1 2019.
  • 514 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.