WAM
ETFC

Wealthspire Advisors (Maryland)’s E*Trade Financial Corporation ETFC Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,141
Closed -$53K – 2391
2019
Q1 		$53K Buy
1,141
+226
+25% +$10.8K ﹤0.01% 879
2018
Q4 		$40K Buy
915
+222
+32% +$10.9K ﹤0.01% 958
2018
Q3 		$36K Sell
693
-26
-4% -$1.52K ﹤0.01% 1083
2018
Q2 		$44K Sell
719
-23
-3% -$1.42K ﹤0.01% 1027
2018
Q1 		$41K Buy
742
+14
+2% +$746 ﹤0.01% 1068
2017
Q4 		$36K Buy
728
+141
+24% +$6.47K ﹤0.01% 1138
2017
Q3 		$26K Buy
587
+144
+33% +$5.85K ﹤0.01% 1211
2017
Q2 		$17K Buy
443
+65
+17% +$2.3K ﹤0.01% 1334
2017
Q1 		$13K Buy
378
+92
+32% +$3.3K ﹤0.01% 1255
2016
Q4 		$10K Hold
286
– – ﹤0.01% 1243
2016
Q3 		$8K Buy
286
+89
+45% +$2.3K ﹤0.01% 1307
2016
Q2 		$5K Buy
197
+10
+5% +$254 ﹤0.01% 1358
2016
Q1 		$5K Sell
187
-2,255
-92% -$54.6K ﹤0.01% 1359
2015
Q4 		$72K Buy
+2,442
New +$70.2K 0.01% 616

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ETFC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of E*Trade Financial Corporation (ETFC) in Q2 2019, closing a stake of 1,141 shares — an estimated $53K sold.

Wealthspire Advisors (Maryland) first reported a position in ETFC in Q4 2015 and held it in 14 quarters. The position peaked at $72K in Q4 2015. 514 funds tracked by Wall St. Rank hold ETFC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining E*Trade Financial Corporation position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,141 E*Trade Financial Corporation shares in Q2 2019, an estimated $53K.
  • Wealthspire Advisors (Maryland) first reported a position in E*Trade Financial Corporation in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s E*Trade Financial Corporation position peaked at $72K in Q4 2015.
  • 514 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.