KWILP
ETFC

Kiwi Wealth Investments Limited Partnership’s E*Trade Financial Corporation ETFC Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2017
Q2 		– Sell
-35,908
Closed -$1.25M – 192
2017
Q1 		$1.25M Sell
35,908
-13,372
-27% -$480K 0.1% 141
2016
Q4 		$1.71M Buy
+49,280
New +$1.57M 0.15% 128

Other funds holding ETFC

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Kiwi Wealth Investments Limited Partnership's ETFC Position: Q2 2017 in Review

Kiwi Wealth Investments Limited Partnership sold out of E*Trade Financial Corporation (ETFC) in Q2 2017, closing a stake of 35,908 shares — an estimated $1.25M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in ETFC in Q4 2016 and held it in 2 quarters. The position peaked at $1.71M in Q4 2016. 431 funds tracked by Wall St. Rank hold ETFC as of Q2 2017.

  • Kiwi Wealth Investments Limited Partnership reported no remaining E*Trade Financial Corporation position as of Q2 2017 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 35,908 E*Trade Financial Corporation shares in Q2 2017, an estimated $1.25M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in E*Trade Financial Corporation in Q4 2016 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's E*Trade Financial Corporation position peaked at $1.71M in Q4 2016.
  • 431 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2017.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2017, filed 10 Aug 2017.