PWP
ETFC

Personal Wealth Partners’s E*Trade Financial Corporation ETFC Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-3
Closed – – 685
2019
Q4 		$0 Hold
3
– – ﹤0.01% 727
2019
Q3 		$0 Buy
+3
New +$133 ﹤0.01% 734

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Personal Wealth Partners's ETFC Position: Q1 2020 in Review

Personal Wealth Partners sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 3 shares.

Personal Wealth Partners first reported a position in ETFC in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

  • Personal Wealth Partners reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 3 E*Trade Financial Corporation shares in Q1 2020.
  • Personal Wealth Partners first reported a position in E*Trade Financial Corporation in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's E*Trade Financial Corporation position peaked at $0 in Q4 2019.
  • 415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.