Proficio Capital Partners’s E*Trade Financial Corporation ETFC Stock Holding History

Proficio Capital 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
2019 Q3	–	Sell	-499	Closed	-$22K	–	1865
2019 Q2	$22K	Buy	499 +231	+86%	+$11K	0.01%	658
2019 Q1	$12K	Buy	268 +215	+406%	+$10.2K	﹤0.01%	840
2018 Q4	$2K	Sell	53 -45	-46%	-$2.21K	﹤0.01%	1062
2018 Q3	$5K	Hold	98	–	–	﹤0.01%	970
2018 Q2	$6K	Hold	98	–	–	﹤0.01%	976
2018 Q1	$5K	Buy	98 +43	+78%	+$2.29K	﹤0.01%	1020
2017 Q4	$3K	Hold	55	–	–	﹤0.01%	1090
2017 Q3	$2K	Hold	55	–	–	﹤0.01%	1123
2017 Q2	$2K	Hold	55	–	–	﹤0.01%	1121
2017 Q1	$2K	Buy	55 +7	+15%	+$251	﹤0.01%	1166
2016 Q4	$2K	Sell	48 -23	-32%	-$734	﹤0.01%	965
2016 Q3	$2K	Hold	71	–	–	﹤0.01%	908
2016 Q2	$2K	Sell	71 -102	-59%	-$2.59K	﹤0.01%	856
2016 Q1	$4K	Buy	173 +70	+68%	+$1.7K	﹤0.01%	602
2015 Q4	$3K	Buy	+103	New	+$2.96K	﹤0.01%	608

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 $169B AUM 114.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Proficio Capital Partners's ETFC Position: Q3 2019 in Review

Proficio Capital Partners sold out of E*Trade Financial Corporation (ETFC) in Q3 2019, closing a stake of 499 shares — an estimated $22K sold.

Proficio Capital Partners first reported a position in ETFC in Q4 2015 and held it in 15 quarters. The position peaked at $22K in Q2 2019. 471 funds tracked by Wall St. Rank hold ETFC as of Q3 2019.

Proficio Capital Partners reported no remaining E*Trade Financial Corporation position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 499 E*Trade Financial Corporation shares in Q3 2019, an estimated $22K.
Proficio Capital Partners first reported a position in E*Trade Financial Corporation in Q4 2015 and held it in 15 quarters.
Proficio Capital Partners's E*Trade Financial Corporation position peaked at $22K in Q2 2019.
471 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.