MCIA
ETFC

Mountain Capital Investment Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-101
Closed -$4K – 479
2017
Q3 		$4K Hold
101
– – ﹤0.01% 380
2017
Q2 		$4K Buy
+101
New +$3.57K ﹤0.01% 403

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

Mountain Capital Investment Advisors's ETFC Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of E*Trade Financial Corporation (ETFC) in Q4 2017, closing a stake of 101 shares — an estimated $4K sold.

Mountain Capital Investment Advisors first reported a position in ETFC in Q2 2017 and held it in 2 quarters. The position peaked at $4K in Q3 2017. 492 funds tracked by Wall St. Rank hold ETFC as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining E*Trade Financial Corporation position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 101 E*Trade Financial Corporation shares in Q4 2017, an estimated $4K.
  • Mountain Capital Investment Advisors first reported a position in E*Trade Financial Corporation in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's E*Trade Financial Corporation position peaked at $4K in Q3 2017.
  • 492 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.