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Steward Partners Investment Advisory’s Ethan Allen Interiors ETD Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-365
Closed -$8K – 1171
2018
Q3 		$8K Sell
365
-245
-40% -$5.61K ﹤0.01% 1955
2018
Q2 		$15K Buy
610
+460
+307% +$10.9K ﹤0.01% 1572
2018
Q1 		$3K Buy
+150
New +$3.78K ﹤0.01% 1911

Other funds holding ETD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's ETD Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Ethan Allen Interiors (ETD) in Q4 2018, closing a stake of 365 shares — an estimated $8K sold.

Steward Partners Investment Advisory first reported a position in ETD in Q1 2018 and held it in 3 quarters. The position peaked at $15K in Q2 2018. 158 funds tracked by Wall St. Rank hold ETD as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Ethan Allen Interiors position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 365 Ethan Allen Interiors shares in Q4 2018, an estimated $8K.
  • Steward Partners Investment Advisory first reported a position in Ethan Allen Interiors in Q1 2018 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Ethan Allen Interiors position peaked at $15K in Q2 2018.
  • 158 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.