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Kelleher Financial Advisors’s Ethan Allen Interiors ETD Stock Holding History

Kelleher Financial Advisors’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-25,722
Closed -$818K – 158
2016
Q1 		$818K Buy
+25,722
New +$718K 0.45% 57

Other funds holding ETD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Kelleher Financial Advisors's ETD Position: Q2 2016 in Review

Kelleher Financial Advisors sold out of Ethan Allen Interiors (ETD) in Q2 2016, closing a stake of 25,722 shares — an estimated $818K sold.

Kelleher Financial Advisors first reported a position in ETD in Q1 2016 and held it in 1 quarter. The position peaked at $818K in Q1 2016. 177 funds tracked by Wall St. Rank hold ETD as of Q2 2016.

  • Kelleher Financial Advisors reported no remaining Ethan Allen Interiors position as of Q2 2016 after selling out during the quarter.
  • Kelleher Financial Advisors sold 25,722 Ethan Allen Interiors shares in Q2 2016, an estimated $818K.
  • Kelleher Financial Advisors first reported a position in Ethan Allen Interiors in Q1 2016 and held it in 1 quarter.
  • Kelleher Financial Advisors's Ethan Allen Interiors position peaked at $818K in Q1 2016.
  • 177 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2016.

Based on Kelleher Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.