OWA
ETFC

One Wealth Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

One Wealth 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
2018
Q1 		– Sell
-4,099
Closed -$203K – 608
2017
Q4 		$203K Buy
+4,099
New +$188K 0.16% 106

Other funds holding ETFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

One Wealth Advisors's ETFC Position: Q1 2018 in Review

One Wealth Advisors sold out of E*Trade Financial Corporation (ETFC) in Q1 2018, closing a stake of 4,099 shares — an estimated $203K sold.

One Wealth Advisors first reported a position in ETFC in Q4 2017 and held it in 1 quarter. The position peaked at $203K in Q4 2017. 500 funds tracked by Wall St. Rank hold ETFC as of Q1 2018.

  • One Wealth Advisors reported no remaining E*Trade Financial Corporation position as of Q1 2018 after selling out during the quarter.
  • One Wealth Advisors sold 4,099 E*Trade Financial Corporation shares in Q1 2018, an estimated $203K.
  • One Wealth Advisors first reported a position in E*Trade Financial Corporation in Q4 2017 and held it in 1 quarter.
  • One Wealth Advisors's E*Trade Financial Corporation position peaked at $203K in Q4 2017.
  • 500 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2018.

Based on One Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.