SW
ETD icon

SVB Wealth’s Ethan Allen Interiors ETD Stock Holding History

SVB Wealth’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
2019
Q2 		– Sell
-28,880
Closed -$552K – 528
2019
Q1 		$552K Buy
28,880
+2,248
+8% +$42.9K 0.02% 292
2018
Q4 		$468K Sell
26,632
-10,547
-28% -$207K 0.02% 296
2018
Q3 		$771K Buy
37,179
+1,089
+3% +$24.9K 0.03% 287
2018
Q2 		$884K Sell
36,090
-3,372
-9% -$79.7K 0.03% 263
2018
Q1 		$906K Buy
39,462
+6,479
+20% +$163K 0.03% 276
2017
Q4 		$943K Sell
32,983
-2,660
-7% -$78.1K 0.04% 269
2017
Q3 		$1.16M Buy
35,643
+1,838
+5% +$56.3K 0.04% 240
2017
Q2 		$1.09M Buy
33,805
+9,008
+36% +$265K 0.04% 241
2017
Q1 		$760K Buy
24,797
+1,606
+7% +$48.8K 0.03% 293
2016
Q4 		$855K Buy
23,191
+5,120
+28% +$171K 0.04% 267
2016
Q3 		$565K Buy
+18,071
New +$612K 0.02% 320

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return