RWML
ETFC

RAFFA WEALTH MANAGEMENT, LLC’s E*Trade Financial Corporation ETFC Stock Holding History

RAFFA WEALTH MANAGEMENT, 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
2019
Q3 		– Sell
-25
Closed -$1.11K – 802
2019
Q2 		$1.11K Buy
+25
New +$1.19K ﹤0.01% 682

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ETFC Position: Q3 2019 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of E*Trade Financial Corporation (ETFC) in Q3 2019, closing a stake of 25 shares — an estimated $1.11K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ETFC in Q2 2019 and held it in 1 quarter. The position peaked at $1.11K in Q2 2019. 471 funds tracked by Wall St. Rank hold ETFC as of Q3 2019.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining E*Trade Financial Corporation position as of Q3 2019 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 25 E*Trade Financial Corporation shares in Q3 2019, an estimated $1.11K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in E*Trade Financial Corporation in Q2 2019 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's E*Trade Financial Corporation position peaked at $1.11K in Q2 2019.
  • 471 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2019.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2019, filed 27 Jul 2026.