RFS
ETFC

Rockefeller Financial Services’s E*Trade Financial Corporation ETFC Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$35K Hold
706
– – ﹤0.01% 439
2017
Q3 		$31K Buy
+706
New +$28.7K ﹤0.01% 452

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

Rockefeller Financial Services's ETFC Position: Q4 2017 in Review

Rockefeller Financial Services held its E*Trade Financial Corporation (ETFC) position steady in Q4 2017 at 706 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Rockefeller Financial Services first reported a position in ETFC in Q3 2017 and has held it in 2 quarters since. 492 funds tracked by Wall St. Rank hold ETFC as of Q4 2017.

  • Rockefeller Financial Services held 706 shares of E*Trade Financial Corporation worth $35K as of Q4 2017.
  • Rockefeller Financial Services left its E*Trade Financial Corporation share count unchanged in Q4 2017.
  • E*Trade Financial Corporation made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #439 holding.
  • Rockefeller Financial Services first reported a position in E*Trade Financial Corporation in Q3 2017 and has held it in 2 quarters since.
  • 492 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.