NWM
ETFC

Northwest Wealth Management’s E*Trade Financial Corporation ETFC Stock Holding History

Northwest Wealth Management’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
Q2 		– Sell
-200
Closed -$9K – 521
2019
Q1 		$9K Hold
200
– – 0.01% 360
2018
Q4 		$9K Hold
200
– – 0.01% 338
2018
Q3 		$10K Hold
200
– – 0.01% 359
2018
Q2 		$12K Hold
200
– – 0.01% 335
2018
Q1 		$11K Buy
+200
New +$10.7K 0.01% 347

Other funds holding ETFC

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwest Wealth Management's ETFC Position: Q2 2019 in Review

Northwest Wealth Management sold out of E*Trade Financial Corporation (ETFC) in Q2 2019, closing a stake of 200 shares — an estimated $9K sold.

Northwest Wealth Management first reported a position in ETFC in Q1 2018 and held it in 5 quarters. The position peaked at $12K in Q2 2018. 514 funds tracked by Wall St. Rank hold ETFC as of Q2 2019.

  • Northwest Wealth Management reported no remaining E*Trade Financial Corporation position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 200 E*Trade Financial Corporation shares in Q2 2019, an estimated $9K.
  • Northwest Wealth Management first reported a position in E*Trade Financial Corporation in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's E*Trade Financial Corporation position peaked at $12K in Q2 2018.
  • 514 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.