RIA
ETFC

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

Realta 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
2020
Q1 		– Sell
-103
Closed -$5K – 1589
2019
Q4 		$5K Buy
103
+35
+51% +$1.5K ﹤0.01% 1362
2019
Q3 		$3K Sell
68
-10
-13% -$443 ﹤0.01% 1473
2019
Q2 		$3K Buy
78
+31
+66% +$1.48K ﹤0.01% 1534
2019
Q1 		$2K Buy
+47
New +$2.24K ﹤0.01% 1250

Other funds holding ETFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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

Realta Investment Advisors's ETFC Position: Q1 2020 in Review

Realta Investment Advisors sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 103 shares — an estimated $5K sold.

Realta Investment Advisors first reported a position in ETFC in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

  • Realta Investment Advisors reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 103 E*Trade Financial Corporation shares in Q1 2020, an estimated $5K.
  • Realta Investment Advisors first reported a position in E*Trade Financial Corporation in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's E*Trade Financial Corporation position peaked at $5K in Q4 2019.
  • 415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.