WEC
ETFC

Winslow Evans & Crocker’s E*Trade Financial Corporation ETFC Stock Holding History

Winslow Evans & Crocker’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
2018
Q3 		– Sell
-6,450
Closed -$396K – 1151
2018
Q2 		$396K Buy
+6,450
New +$399K 0.12% 175

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winslow Evans & Crocker's ETFC Position: Q3 2018 in Review

Winslow Evans & Crocker sold out of E*Trade Financial Corporation (ETFC) in Q3 2018, closing a stake of 6,450 shares — an estimated $396K sold.

Winslow Evans & Crocker first reported a position in ETFC in Q2 2018 and held it in 1 quarter. The position peaked at $396K in Q2 2018. 522 funds tracked by Wall St. Rank hold ETFC as of Q3 2018.

  • Winslow Evans & Crocker reported no remaining E*Trade Financial Corporation position as of Q3 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 6,450 E*Trade Financial Corporation shares in Q3 2018, an estimated $396K.
  • Winslow Evans & Crocker first reported a position in E*Trade Financial Corporation in Q2 2018 and held it in 1 quarter.
  • Winslow Evans & Crocker's E*Trade Financial Corporation position peaked at $396K in Q2 2018.
  • 522 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2018.

Based on Winslow Evans & Crocker's 13F filing for Q3 2018, filed 15 Oct 2018.