New York Life Trust’s E*Trade Financial Corporation ETFC Stock Holding History

New York Life Trust’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 Q1	$8K	Sell	229 -2,810	-92%	-$101K	0.39%	90
2016 Q4	$105K	Buy	+3,039	New	+$97K	0.5%	69
2016 Q3	–	Sell	-1,794	Closed	-$42K	–	289
2016 Q2	$42K	Buy	+1,794	New	+$45.5K	0.2%	151
2015 Q4	–	Sell	-3,288	Closed	-$87K	–	249
2015 Q3	$87K	Buy	+3,288	New	+$91.2K	0.39%	104

Other funds holding ETFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

New York Life Trust's ETFC Position: Q1 2017 in Review

New York Life Trust reduced its E*Trade Financial Corporation (ETFC) stake by 92% in Q1 2017, selling an estimated $101K and leaving 229 shares worth $8K. The position accounts for 0.39% of the portfolio, ranked #90.

New York Life Trust first reported a position in ETFC in Q3 2015 and has held it in 4 quarters since. The position peaked at $105K in Q4 2016. 412 funds tracked by Wall St. Rank hold ETFC as of Q1 2017.

New York Life Trust held 229 shares of E*Trade Financial Corporation worth $8K as of Q1 2017.
New York Life Trust sold 2,810 E*Trade Financial Corporation shares in Q1 2017, an estimated $101K.
E*Trade Financial Corporation made up 0.39% of New York Life Trust's portfolio in Q1 2017, its #90 holding.
New York Life Trust first reported a position in E*Trade Financial Corporation in Q3 2015 and has held it in 4 quarters since.
New York Life Trust's E*Trade Financial Corporation position peaked at $105K in Q4 2016.
412 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.