JFS Wealth Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

JFS Wealth Advisors’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
2016 Q3	–	Sell	-420	Closed	-$10K	–	522
2016 Q2	$10K	Buy	+420	New	+$10.7K	﹤0.01%	393
2015 Q4	–	Sell	-420	Closed	-$11K	–	568
2015 Q3	$11K	Hold	420	–	–	﹤0.01%	339
2015 Q2	$13K	Hold	420	–	–	0.01%	342
2015 Q1	$12K	Hold	420	–	–	0.01%	346
2014 Q4	$10K	Hold	420	–	–	﹤0.01%	373
2014 Q3	$9K	Buy	+420	New	+$9.22K	﹤0.01%	347

Other funds holding ETFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

JFS Wealth Advisors's ETFC Position: Q3 2016 in Review

JFS Wealth Advisors sold out of E*Trade Financial Corporation (ETFC) in Q3 2016, closing a stake of 420 shares — an estimated $10K sold.

JFS Wealth Advisors first reported a position in ETFC in Q3 2014 and held it in 6 quarters. The position peaked at $13K in Q2 2015. 360 funds tracked by Wall St. Rank hold ETFC as of Q3 2016.

JFS Wealth Advisors reported no remaining E*Trade Financial Corporation position as of Q3 2016 after selling out during the quarter.
JFS Wealth Advisors sold 420 E*Trade Financial Corporation shares in Q3 2016, an estimated $10K.
JFS Wealth Advisors first reported a position in E*Trade Financial Corporation in Q3 2014 and held it in 6 quarters.
JFS Wealth Advisors's E*Trade Financial Corporation position peaked at $13K in Q2 2015.
360 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2016.

Based on JFS Wealth Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.