MSFP
ETFC

Mark Sheptoff Financial Planning’s E*Trade Financial Corporation ETFC Stock Holding History

Mark Sheptoff Financial Planning’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
Q4 		– Sell
-400
Closed -$17K – 390
2017
Q3 		$17K Buy
+400
New +$16.2K 0.01% 250

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mark Sheptoff Financial Planning's ETFC Position: Q4 2017 in Review

Mark Sheptoff Financial Planning sold out of E*Trade Financial Corporation (ETFC) in Q4 2017, closing a stake of 400 shares — an estimated $17K sold.

Mark Sheptoff Financial Planning first reported a position in ETFC in Q3 2017 and held it in 1 quarter. The position peaked at $17K in Q3 2017. 492 funds tracked by Wall St. Rank hold ETFC as of Q4 2017.

  • Mark Sheptoff Financial Planning reported no remaining E*Trade Financial Corporation position as of Q4 2017 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 400 E*Trade Financial Corporation shares in Q4 2017, an estimated $17K.
  • Mark Sheptoff Financial Planning first reported a position in E*Trade Financial Corporation in Q3 2017 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's E*Trade Financial Corporation position peaked at $17K in Q3 2017.
  • 492 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2017.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2017, filed 9 Feb 2018.