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NewSquare Capital’s Ethan Allen Interiors ETD Stock Holding History

NewSquare Capital’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-81
Closed -$3K – 361
2016
Q3 		$3K Buy
+81
New +$2.75K ﹤0.01% 386

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BFA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NewSquare Capital's ETD Position: Q4 2016 in Review

NewSquare Capital sold out of Ethan Allen Interiors (ETD) in Q4 2016, closing a stake of 81 shares — an estimated $3K sold.

NewSquare Capital first reported a position in ETD in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 191 funds tracked by Wall St. Rank hold ETD as of Q4 2016.

  • NewSquare Capital reported no remaining Ethan Allen Interiors position as of Q4 2016 after selling out during the quarter.
  • NewSquare Capital sold 81 Ethan Allen Interiors shares in Q4 2016, an estimated $3K.
  • NewSquare Capital first reported a position in Ethan Allen Interiors in Q3 2016 and held it in 1 quarter.
  • NewSquare Capital's Ethan Allen Interiors position peaked at $3K in Q3 2016.
  • 191 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2016.

Based on NewSquare Capital's 13F filing for Q4 2016, filed 1 Feb 2017.