VWA
ETFC

V Wealth Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

V Wealth Advisors’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
Q3 		– Sell
-4,811
Closed -$294K – 245
2018
Q2 		$294K Buy
4,811
+92
+2% +$5.7K 0.16% 152
2018
Q1 		$261K Sell
4,719
-10
-0.2% -$533 0.14% 168
2017
Q4 		$234K Buy
4,729
+71
+2% +$3.26K 0.12% 173
2017
Q3 		$207K Buy
+4,658
New +$189K 0.1% 176

Other funds holding ETFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

V Wealth Advisors's ETFC Position: Q3 2018 in Review

V Wealth Advisors sold out of E*Trade Financial Corporation (ETFC) in Q3 2018, closing a stake of 4,811 shares — an estimated $294K sold.

V Wealth Advisors first reported a position in ETFC in Q3 2017 and held it in 4 quarters. The position peaked at $294K in Q2 2018. 522 funds tracked by Wall St. Rank hold ETFC as of Q3 2018.

  • V Wealth Advisors reported no remaining E*Trade Financial Corporation position as of Q3 2018 after selling out during the quarter.
  • V Wealth Advisors sold 4,811 E*Trade Financial Corporation shares in Q3 2018, an estimated $294K.
  • V Wealth Advisors first reported a position in E*Trade Financial Corporation in Q3 2017 and held it in 4 quarters.
  • V Wealth Advisors's E*Trade Financial Corporation position peaked at $294K in Q2 2018.
  • 522 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2018.

Based on V Wealth Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.