KA
ETFC

Kaizen Advisory’s E*Trade Financial Corporation ETFC Stock Holding History

Kaizen Advisory’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
Q4 		$32K Buy
723
+89
+14% +$4.36K 0.02% 419
2018
Q3 		$33K Hold
634
– – 0.02% 438
2018
Q2 		$39K Buy
634
+367
+137% +$22.7K 0.02% 397
2018
Q1 		$15K Hold
267
– – 0.01% 394
2017
Q4 		$13K Buy
+267
New +$12.3K 0.01% 433

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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kaizen Advisory's ETFC Position: Q4 2018 in Review

Kaizen Advisory increased its E*Trade Financial Corporation (ETFC) stake by 14% in Q4 2018, buying an estimated $4.36K and bringing the position to 723 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #419.

Kaizen Advisory first reported a position in ETFC in Q4 2017 and has held it in 5 quarters since. The position peaked at $39K in Q2 2018. 527 funds tracked by Wall St. Rank hold ETFC as of Q4 2018.

  • Kaizen Advisory held 723 shares of E*Trade Financial Corporation worth $32K as of Q4 2018.
  • Kaizen Advisory bought 89 E*Trade Financial Corporation shares in Q4 2018, an estimated $4.36K.
  • E*Trade Financial Corporation made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #419 holding.
  • Kaizen Advisory first reported a position in E*Trade Financial Corporation in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's E*Trade Financial Corporation position peaked at $39K in Q2 2018.
  • 527 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.