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Vickerman & Driscoll Financial Advisors’s Entergy ETR Stock Holding History

Vickerman & Driscoll Financial Advisors’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-614
Closed -$25K – 76
2018
Q3 		$25K Hold
614
– – 0.02% 92
2018
Q2 		$25K Hold
614
– – 0.02% 90
2018
Q1 		$24K Hold
614
– – 0.02% 91
2017
Q4 		$25K Buy
+614
New +$25.7K 0.02% 87

Other funds holding ETR

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's ETR Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of Entergy (ETR) in Q4 2018, closing a stake of 614 shares — an estimated $25K sold.

Vickerman & Driscoll Financial Advisors first reported a position in ETR in Q4 2017 and held it in 4 quarters. The position peaked at $25K in Q3 2018. 607 funds tracked by Wall St. Rank hold ETR as of Q4 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining Entergy position as of Q4 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 614 Entergy shares in Q4 2018, an estimated $25K.
  • Vickerman & Driscoll Financial Advisors first reported a position in Entergy in Q4 2017 and held it in 4 quarters.
  • Vickerman & Driscoll Financial Advisors's Entergy position peaked at $25K in Q3 2018.
  • 607 funds tracked by Wall St. Rank held Entergy as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.