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

Lenox Wealth 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
2020 Q1	–	Sell	-1	Closed	–	–	975
2019 Q4	$0	Buy	+1	New	+$43	﹤0.01%	842

Other funds holding ETFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Lenox Wealth Advisors's ETFC Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 1 share.

Lenox Wealth Advisors first reported a position in ETFC in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

Lenox Wealth Advisors reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 1 E*Trade Financial Corporation share in Q1 2020.
Lenox Wealth Advisors first reported a position in E*Trade Financial Corporation in Q4 2019 and held it in 1 quarter.
Lenox Wealth Advisors's E*Trade Financial Corporation position peaked at $0 in Q4 2019.
415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.