LWM
ETFC

Liberty Wealth Management’s E*Trade Financial Corporation ETFC Stock Holding History

Liberty Wealth Management’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
Q1 		– Sell
-624
Closed -$27K – 880
2018
Q4 		$27K Buy
+624
New +$30.6K 0.02% 286

Other funds holding ETFC

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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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Liberty Wealth Management's ETFC Position: Q1 2019 in Review

Liberty Wealth Management sold out of E*Trade Financial Corporation (ETFC) in Q1 2019, closing a stake of 624 shares — an estimated $27K sold.

Liberty Wealth Management first reported a position in ETFC in Q4 2018 and held it in 1 quarter. The position peaked at $27K in Q4 2018. 514 funds tracked by Wall St. Rank hold ETFC as of Q1 2019.

  • Liberty Wealth Management reported no remaining E*Trade Financial Corporation position as of Q1 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 624 E*Trade Financial Corporation shares in Q1 2019, an estimated $27K.
  • Liberty Wealth Management first reported a position in E*Trade Financial Corporation in Q4 2018 and held it in 1 quarter.
  • Liberty Wealth Management's E*Trade Financial Corporation position peaked at $27K in Q4 2018.
  • 514 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2019.

Based on Liberty Wealth Management's 13F filing for Q1 2019, filed 18 Apr 2019.