RMR Wealth Builders’s E*Trade Financial Corporation ETFC Stock Holding History

RMR Wealth Builders’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 Q4	$32K	Buy	+698	New	+$29.8K	0.03%	269

Other funds holding ETFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RMR Wealth Builders's ETFC Position: Q4 2019 in Review

RMR Wealth Builders opened a new position in E*Trade Financial Corporation (ETFC) in Q4 2019: 698 shares worth $32K. The stake represents 0.03% of the portfolio and ranks #269 among its holdings.

475 funds tracked by Wall St. Rank hold ETFC as of Q4 2019.

RMR Wealth Builders held 698 shares of E*Trade Financial Corporation worth $32K as of Q4 2019.
E*Trade Financial Corporation was a new RMR Wealth Builders position in Q4 2019.
E*Trade Financial Corporation made up 0.03% of RMR Wealth Builders's portfolio in Q4 2019, its #269 holding.
475 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2019.

Based on RMR Wealth Builders's 13F filing for Q4 2019, filed 3 Mar 2020.