OneDigital Investment Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

OneDigital Investment 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
2019 Q3	–	Sell	-260	Closed	-$12K	–	1272
2019 Q2	$12K	Sell	260 -5	-2%	-$239	﹤0.01%	918
2019 Q1	$12K	Buy	265 +5	+2%	+$238	﹤0.01%	852
2018 Q4	$11K	Sell	260 -210	-45%	-$10.3K	﹤0.01%	841
2018 Q3	$25K	Buy	470 +15	+3%	+$880	0.01%	595
2018 Q2	$28K	Sell	455 -110	-19%	-$6.81K	0.01%	697
2018 Q1	$31K	Buy	565 +520	+1,156%	+$27.7K	0.01%	655
2017 Q4	$2K	Hold	45	–	–	﹤0.01%	1188
2017 Q3	$2K	Buy	+45	New	+$1.83K	﹤0.01%	992

Other funds holding ETFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OneDigital Investment Advisors's ETFC Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of E*Trade Financial Corporation (ETFC) in Q3 2019, closing a stake of 260 shares — an estimated $12K sold.

OneDigital Investment Advisors first reported a position in ETFC in Q3 2017 and held it in 8 quarters. The position peaked at $31K in Q1 2018. 471 funds tracked by Wall St. Rank hold ETFC as of Q3 2019.

OneDigital Investment Advisors reported no remaining E*Trade Financial Corporation position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 260 E*Trade Financial Corporation shares in Q3 2019, an estimated $12K.
OneDigital Investment Advisors first reported a position in E*Trade Financial Corporation in Q3 2017 and held it in 8 quarters.
OneDigital Investment Advisors's E*Trade Financial Corporation position peaked at $31K in Q1 2018.
471 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.