WANY
ETFC

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

Wealthspire Advisors (New York)’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
Q1 		– Sell
-247
Closed -$11K – 898
2018
Q4 		$11K Buy
+247
New +$12.1K ﹤0.01% 490

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wealthspire Advisors (New York)'s ETFC Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of E*Trade Financial Corporation (ETFC) in Q1 2019, closing a stake of 247 shares — an estimated $11K sold.

Wealthspire Advisors (New York) first reported a position in ETFC in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 514 funds tracked by Wall St. Rank hold ETFC as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining E*Trade Financial Corporation position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 247 E*Trade Financial Corporation shares in Q1 2019, an estimated $11K.
  • Wealthspire Advisors (New York) first reported a position in E*Trade Financial Corporation in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s E*Trade Financial Corporation position peaked at $11K in Q4 2018.
  • 514 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.