RBA
ETFC

Richard Bernstein Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

Richard Bernstein 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
2018
Q2 		– Sell
-7,955
Closed -$441K – 371
2018
Q1 		$441K Hold
7,955
– – 0.02% 267
2017
Q4 		$394K Buy
+7,955
New +$365K 0.02% 284

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Richard Bernstein Advisors's ETFC Position: Q2 2018 in Review

Richard Bernstein Advisors sold out of E*Trade Financial Corporation (ETFC) in Q2 2018, closing a stake of 7,955 shares — an estimated $441K sold.

Richard Bernstein Advisors first reported a position in ETFC in Q4 2017 and held it in 2 quarters. The position peaked at $441K in Q1 2018. 540 funds tracked by Wall St. Rank hold ETFC as of Q2 2018.

  • Richard Bernstein Advisors reported no remaining E*Trade Financial Corporation position as of Q2 2018 after selling out during the quarter.
  • Richard Bernstein Advisors sold 7,955 E*Trade Financial Corporation shares in Q2 2018, an estimated $441K.
  • Richard Bernstein Advisors first reported a position in E*Trade Financial Corporation in Q4 2017 and held it in 2 quarters.
  • Richard Bernstein Advisors's E*Trade Financial Corporation position peaked at $441K in Q1 2018.
  • 540 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2018.

Based on Richard Bernstein Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.