WP
ETFC

WealthPLAN Partners’s E*Trade Financial Corporation ETFC Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$349 Sell
12
-12
-50% -$310 ﹤0.01% 929
2016
Q2 		$282 Buy
+24
New +$609 ﹤0.01% 2395

Other funds holding ETFC

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T. Rowe Price Associates
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

WealthPLAN Partners's ETFC Position: Q3 2016 in Review

WealthPLAN Partners reduced its E*Trade Financial Corporation (ETFC) stake by 50% in Q3 2016, selling an estimated $310 and leaving 12 shares worth $349. The position accounts for ﹤0.01% of the portfolio, ranked #929.

WealthPLAN Partners first reported a position in ETFC in Q2 2016 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold ETFC as of Q3 2016.

  • WealthPLAN Partners held 12 shares of E*Trade Financial Corporation worth $349 as of Q3 2016.
  • WealthPLAN Partners sold 12 E*Trade Financial Corporation shares in Q3 2016, an estimated $310.
  • E*Trade Financial Corporation made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #929 holding.
  • WealthPLAN Partners first reported a position in E*Trade Financial Corporation in Q2 2016 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.