Loring Wolcott & Coolidge Fiduciary Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	-600	Closed	-$27K	–	727
2019 Q4	$27K	Buy	600 +562	+1,479%	+$24K	﹤0.01%	503
2019 Q3	$2K	Hold	38	–	–	﹤0.01%	656
2019 Q2	$2K	Hold	38	–	–	﹤0.01%	677
2019 Q1	$2K	Hold	38	–	–	﹤0.01%	662
2018 Q4	$2K	Hold	38	–	–	﹤0.01%	655
2018 Q3	$2K	Hold	38	–	–	﹤0.01%	620
2018 Q2	$2K	Hold	38	–	–	﹤0.01%	632
2018 Q1	$2K	Hold	38	–	–	﹤0.01%	682
2017 Q4	$2K	Hold	38	–	–	﹤0.01%	674
2017 Q3	$2K	Buy	+38	New	+$1.54K	﹤0.01%	683

Other funds holding ETFC

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Loring Wolcott & Coolidge Fiduciary Advisors's ETFC Position: Q1 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 600 shares — an estimated $27K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ETFC in Q3 2017 and held it in 10 quarters. The position peaked at $27K in Q4 2019. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 600 E*Trade Financial Corporation shares in Q1 2020, an estimated $27K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in E*Trade Financial Corporation in Q3 2017 and held it in 10 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's E*Trade Financial Corporation position peaked at $27K in Q4 2019.
415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.