WIL
ETFC

Winifred I. Li’s E*Trade Financial Corporation ETFC Stock Holding History

Winifred I. Li’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
2014
Q4 		$14K Buy
576
+485
+533% +$10.9K 0.01% 387
2014
Q3 		$2K Buy
+91
New +$2K ﹤0.01% 402

Other funds holding ETFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return

Winifred I. Li's ETFC Position: Q4 2014 in Review

Winifred I. Li increased its E*Trade Financial Corporation (ETFC) stake by 533% in Q4 2014, buying an estimated $10.9K and bringing the position to 576 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #387.

Winifred I. Li first reported a position in ETFC in Q3 2014 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold ETFC as of Q4 2014.

  • Winifred I. Li held 576 shares of E*Trade Financial Corporation worth $14K as of Q4 2014.
  • Winifred I. Li bought 485 E*Trade Financial Corporation shares in Q4 2014, an estimated $10.9K.
  • E*Trade Financial Corporation made up 0.01% of Winifred I. Li's portfolio in Q4 2014, its #387 holding.
  • Winifred I. Li first reported a position in E*Trade Financial Corporation in Q3 2014 and has held it in 2 quarters since.
  • 327 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.