IWS
ETFC

Insight Wealth Strategies’s E*Trade Financial Corporation ETFC Stock Holding History

Insight Wealth Strategies’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
Q1 		– Sell
-14,436
Closed -$633K – 154
2018
Q4 		$633K Buy
+14,436
New +$707K 0.19% 74

Other funds holding ETFC

Vanguard Group
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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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Insight Wealth Strategies's ETFC Position: Q1 2019 in Review

Insight Wealth Strategies sold out of E*Trade Financial Corporation (ETFC) in Q1 2019, closing a stake of 14,436 shares — an estimated $633K sold.

Insight Wealth Strategies first reported a position in ETFC in Q4 2018 and held it in 1 quarter. The position peaked at $633K in Q4 2018. 514 funds tracked by Wall St. Rank hold ETFC as of Q1 2019.

  • Insight Wealth Strategies reported no remaining E*Trade Financial Corporation position as of Q1 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 14,436 E*Trade Financial Corporation shares in Q1 2019, an estimated $633K.
  • Insight Wealth Strategies first reported a position in E*Trade Financial Corporation in Q4 2018 and held it in 1 quarter.
  • Insight Wealth Strategies's E*Trade Financial Corporation position peaked at $633K in Q4 2018.
  • 514 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2019.

Based on Insight Wealth Strategies's 13F filing for Q1 2019, filed 24 Apr 2019.