JA
ETFC

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

JOYN 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
2019
Q1 		– Sell
-399
Closed -$18K – 1645
2018
Q4 		$18K Buy
399
+207
+108% +$10.1K ﹤0.01% 726
2018
Q3 		$10K Buy
192
+5
+3% +$293 ﹤0.01% 979
2018
Q2 		$11K Buy
187
+47
+34% +$2.91K ﹤0.01% 893
2018
Q1 		$8K Buy
+140
New +$7.46K ﹤0.01% 803

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
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

JOYN Advisors's ETFC Position: Q1 2019 in Review

JOYN Advisors sold out of E*Trade Financial Corporation (ETFC) in Q1 2019, closing a stake of 399 shares — an estimated $18K sold.

JOYN Advisors first reported a position in ETFC in Q1 2018 and held it in 4 quarters. The position peaked at $18K in Q4 2018. 514 funds tracked by Wall St. Rank hold ETFC as of Q1 2019.

  • JOYN Advisors reported no remaining E*Trade Financial Corporation position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 399 E*Trade Financial Corporation shares in Q1 2019, an estimated $18K.
  • JOYN Advisors first reported a position in E*Trade Financial Corporation in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's E*Trade Financial Corporation position peaked at $18K in Q4 2018.
  • 514 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.