LFA
ETFC

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

Legacy Financial 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
Q2 		– Sell
-1,612
Closed -$75K – 1020
2019
Q1 		$75K Buy
1,612
+565
+54% +$26.9K 0.03% 209
2018
Q4 		$46K Buy
1,047
+924
+751% +$45.3K 0.02% 255
2018
Q3 		$6K Buy
123
+107
+669% +$6.28K ﹤0.01% 667
2018
Q2 		$1K Buy
+16
New +$990 ﹤0.01% 913

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's ETFC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of E*Trade Financial Corporation (ETFC) in Q2 2019, closing a stake of 1,612 shares — an estimated $75K sold.

Legacy Financial Advisors first reported a position in ETFC in Q2 2018 and held it in 4 quarters. The position peaked at $75K in Q1 2019. 514 funds tracked by Wall St. Rank hold ETFC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining E*Trade Financial Corporation position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,612 E*Trade Financial Corporation shares in Q2 2019, an estimated $75K.
  • Legacy Financial Advisors first reported a position in E*Trade Financial Corporation in Q2 2018 and held it in 4 quarters.
  • Legacy Financial Advisors's E*Trade Financial Corporation position peaked at $75K in Q1 2019.
  • 514 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.