TL
ETFC

TrueWealth LLC’s E*Trade Financial Corporation ETFC Stock Holding History

TrueWealth LLC’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
Q4 		– Sell
-12
Closed -$1K – 836
2018
Q3 		$1K Hold
12
– – ﹤0.01% 810
2018
Q2 		$1K Hold
12
– – ﹤0.01% 821
2018
Q1 		$1K Hold
12
– – ﹤0.01% 793
2017
Q4 		$1K Buy
+12
New +$551 ﹤0.01% 906

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TrueWealth LLC's ETFC Position: Q4 2018 in Review

TrueWealth LLC sold out of E*Trade Financial Corporation (ETFC) in Q4 2018, closing a stake of 12 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in ETFC in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 527 funds tracked by Wall St. Rank hold ETFC as of Q4 2018.

  • TrueWealth LLC reported no remaining E*Trade Financial Corporation position as of Q4 2018 after selling out during the quarter.
  • TrueWealth LLC sold 12 E*Trade Financial Corporation shares in Q4 2018, an estimated $1K.
  • TrueWealth LLC first reported a position in E*Trade Financial Corporation in Q4 2017 and held it in 4 quarters.
  • TrueWealth LLC's E*Trade Financial Corporation position peaked at $1K in Q3 2018.
  • 527 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.