WRF
ETFC

Waddell & Reed Financial’s E*Trade Financial Corporation ETFC Stock Holding History

Waddell & Reed Financial’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
-80,000
Closed -$4.19M – 575
2018
Q3 		$4.19M Buy
+80,000
New +$4.69M 0.01% 495

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

Waddell & Reed Financial's ETFC Position: Q4 2018 in Review

Waddell & Reed Financial sold out of E*Trade Financial Corporation (ETFC) in Q4 2018, closing a stake of 80,000 shares — an estimated $4.19M sold.

Waddell & Reed Financial first reported a position in ETFC in Q3 2018 and held it in 1 quarter. The position peaked at $4.19M in Q3 2018. 527 funds tracked by Wall St. Rank hold ETFC as of Q4 2018.

  • Waddell & Reed Financial reported no remaining E*Trade Financial Corporation position as of Q4 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 80,000 E*Trade Financial Corporation shares in Q4 2018, an estimated $4.19M.
  • Waddell & Reed Financial first reported a position in E*Trade Financial Corporation in Q3 2018 and held it in 1 quarter.
  • Waddell & Reed Financial's E*Trade Financial Corporation position peaked at $4.19M in Q3 2018.
  • 527 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2018.

Based on Waddell & Reed Financial's 13F filing for Q4 2018, filed 14 Feb 2019.