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Largest Fund Trades
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Stock index based on fund manager consensus updated each quarter
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MLFP
ETFC
MPS Loria Financial Planners’s
E*Trade Financial Corporation
ETFC
Stock Holding History
MPS Loria Financial Planners’s Portfolio
ETFC Stock Details
ETFC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q4
–
Sell
-910
Closed
-$46K
–
649
2020
Q3
$46K
Buy
910
+3
+0.3%
+$157
0.02%
151
2020
Q2
$45K
Buy
+907
New
+$39.1K
0.02%
150
2017
Q3
–
Sell
-300
Closed
-$12K
–
371
2017
Q2
$12K
Buy
+300
New
+$10.6K
0.01%
283
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17.67%
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$7.25B AUM
20.71%
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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