IWM
ETFC

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

IHT 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
2018
Q2 		– Sell
-573
Closed -$31K – 1533
2018
Q1 		$31K Hold
573
– – 0.01% 836
2017
Q4 		$30K Buy
573
+140
+32% +$6.43K 0.01% 860
2017
Q3 		$19K Sell
433
-1,765
-80% -$71.7K 0.01% 799
2017
Q2 		$0 Buy
2,198
+304
+16% +$10.8K ﹤0.01% 1488
2017
Q1 		$65K Sell
1,894
-1,073
-36% -$38.5K 0.04% 369
2016
Q4 		$104K Buy
+2,967
New +$94.7K 0.08% 260

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
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

IHT Wealth Management's ETFC Position: Q2 2018 in Review

IHT Wealth Management sold out of E*Trade Financial Corporation (ETFC) in Q2 2018, closing a stake of 573 shares — an estimated $31K sold.

IHT Wealth Management first reported a position in ETFC in Q4 2016 and held it in 6 quarters. The position peaked at $104K in Q4 2016. 540 funds tracked by Wall St. Rank hold ETFC as of Q2 2018.

  • IHT Wealth Management reported no remaining E*Trade Financial Corporation position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 573 E*Trade Financial Corporation shares in Q2 2018, an estimated $31K.
  • IHT Wealth Management first reported a position in E*Trade Financial Corporation in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's E*Trade Financial Corporation position peaked at $104K in Q4 2016.
  • 540 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.