PWMG
ETFC

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

Prestige Wealth Management Group’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
Q1 		– Sell
-12
Closed -$1K – 1261
2018
Q4 		$1K Buy
+12
New +$588 ﹤0.01% 1195

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Primecap Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Prestige Wealth Management Group's ETFC Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of E*Trade Financial Corporation (ETFC) in Q1 2019, closing a stake of 12 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in ETFC in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 514 funds tracked by Wall St. Rank hold ETFC as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining E*Trade Financial Corporation position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 12 E*Trade Financial Corporation shares in Q1 2019, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in E*Trade Financial Corporation in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's E*Trade Financial Corporation position peaked at $1K in Q4 2018.
  • 514 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.