WAS
ETFC

Winch Advisory Services’s E*Trade Financial Corporation ETFC Stock Holding History

Winch Advisory Services’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
2017
Q4 		– Sell
-1
Closed – – 332
2017
Q3 		$0 Hold
1
– – ﹤0.01% 333
2017
Q2 		$0 Hold
1
– – ﹤0.01% 326
2017
Q1 		$0 Buy
+1
New +$36 ﹤0.01% 321
2015
Q3 		– Sell
-2,313
Closed -$69K – 300
2015
Q2 		$69K Buy
+2,313
New +$68K 0.04% 104

Other funds holding ETFC

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winch Advisory Services's ETFC Position: Q4 2017 in Review

Winch Advisory Services sold out of E*Trade Financial Corporation (ETFC) in Q4 2017, closing a stake of 1 share.

Winch Advisory Services first reported a position in ETFC in Q2 2015 and held it in 4 quarters. The position peaked at $69K in Q2 2015. 492 funds tracked by Wall St. Rank hold ETFC as of Q4 2017.

  • Winch Advisory Services reported no remaining E*Trade Financial Corporation position as of Q4 2017 after selling out during the quarter.
  • Winch Advisory Services sold 1 E*Trade Financial Corporation share in Q4 2017.
  • Winch Advisory Services first reported a position in E*Trade Financial Corporation in Q2 2015 and held it in 4 quarters.
  • Winch Advisory Services's E*Trade Financial Corporation position peaked at $69K in Q2 2015.
  • 492 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2017.

Based on Winch Advisory Services's 13F filing for Q4 2017, filed 13 Feb 2018.