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Reilly Financial Advisors’s Ethan Allen Interiors ETD Stock Holding History

Reilly Financial Advisors’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-200
Closed -$5K – 1016
2018
Q2 		$5K Hold
200
– – ﹤0.01% 801
2018
Q1 		$5K Buy
+200
New +$5.04K ﹤0.01% 772

Other funds holding ETD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Reilly Financial Advisors's ETD Position: Q3 2018 in Review

Reilly Financial Advisors sold out of Ethan Allen Interiors (ETD) in Q3 2018, closing a stake of 200 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in ETD in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 140 funds tracked by Wall St. Rank hold ETD as of Q3 2018.

  • Reilly Financial Advisors reported no remaining Ethan Allen Interiors position as of Q3 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 200 Ethan Allen Interiors shares in Q3 2018, an estimated $5K.
  • Reilly Financial Advisors first reported a position in Ethan Allen Interiors in Q1 2018 and held it in 2 quarters.
  • Reilly Financial Advisors's Ethan Allen Interiors position peaked at $5K in Q2 2018.
  • 140 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q3 2018.

Based on Reilly Financial Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.