WFG Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

WFG Advisors’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	–	Sell	-75	Closed	-$2K	–	1731
2016 Q2	$2K	Hold	75	–	–	﹤0.01%	1407
2016 Q1	$2K	Hold	75	–	–	﹤0.01%	1364
2015 Q4	$2K	Hold	75	–	–	﹤0.01%	1404
2015 Q3	$2K	Hold	75	–	–	﹤0.01%	1446
2015 Q2	$2K	Hold	75	–	–	﹤0.01%	1512
2015 Q1	$2K	Hold	75	–	–	﹤0.01%	1581
2014 Q4	$2K	Hold	75	–	–	﹤0.01%	1894
2014 Q3	$2K	Sell	75 -200	-73%	-$4.39K	﹤0.01%	1914
2014 Q2	$6K	Hold	275	–	–	﹤0.01%	1635
2014 Q1	$6K	Hold	275	–	–	﹤0.01%	1603
2013 Q4	$5K	Hold	275	–	–	﹤0.01%	1769
2013 Q3	$5K	Hold	275	–	–	﹤0.01%	1757
2013 Q2	$3K	Buy	+275	New	+$3.03K	﹤0.01%	1807

Other funds holding ETFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 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

WFG Advisors's ETFC Position: Q3 2016 in Review

WFG Advisors sold out of E*Trade Financial Corporation (ETFC) in Q3 2016, closing a stake of 75 shares — an estimated $2K sold.

WFG Advisors first reported a position in ETFC in Q2 2013 and held it in 13 quarters. The position peaked at $6K in Q2 2014. 360 funds tracked by Wall St. Rank hold ETFC as of Q3 2016.

WFG Advisors reported no remaining E*Trade Financial Corporation position as of Q3 2016 after selling out during the quarter.
WFG Advisors sold 75 E*Trade Financial Corporation shares in Q3 2016, an estimated $2K.
WFG Advisors first reported a position in E*Trade Financial Corporation in Q2 2013 and held it in 13 quarters.
WFG Advisors's E*Trade Financial Corporation position peaked at $6K in Q2 2014.
360 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.