MLL
ETFC

Moody Lynn & Lieberson’s E*Trade Financial Corporation ETFC Stock Holding History

Moody Lynn & Lieberson’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
Q3 		– Sell
-11,000
Closed -$491K – 196
2019
Q2 		$491K Buy
11,000
+55
+0.5% +$2.63K 0.05% 152
2019
Q1 		$508K Sell
10,945
-349
-3% -$16.6K 0.06% 138
2018
Q4 		$496K Hold
11,294
– – 0.07% 134
2018
Q3 		$592K Sell
11,294
-26
-0.2% -$1.52K 0.06% 141
2018
Q2 		$692K Sell
11,320
-218
-2% -$13.5K 0.08% 125
2018
Q1 		$639K Sell
11,538
-147
-1% -$7.84K 0.08% 124
2017
Q4 		$612K Buy
11,685
+1,525
+15% +$70K 0.07% 138
2017
Q3 		$443K Buy
+10,160
New +$413K 0.05% 169

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moody Lynn & Lieberson's ETFC Position: Q3 2019 in Review

Moody Lynn & Lieberson sold out of E*Trade Financial Corporation (ETFC) in Q3 2019, closing a stake of 11,000 shares — an estimated $491K sold.

Moody Lynn & Lieberson first reported a position in ETFC in Q3 2017 and held it in 8 quarters. The position peaked at $692K in Q2 2018. 471 funds tracked by Wall St. Rank hold ETFC as of Q3 2019.

  • Moody Lynn & Lieberson reported no remaining E*Trade Financial Corporation position as of Q3 2019 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 11,000 E*Trade Financial Corporation shares in Q3 2019, an estimated $491K.
  • Moody Lynn & Lieberson first reported a position in E*Trade Financial Corporation in Q3 2017 and held it in 8 quarters.
  • Moody Lynn & Lieberson's E*Trade Financial Corporation position peaked at $692K in Q2 2018.
  • 471 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2019.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2019, filed 28 Oct 2019.