AIM
ETFC

Artemis Investment Management’s E*Trade Financial Corporation ETFC Stock Holding History

Artemis Investment Management’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
-77,779
Closed -$4.76M – 303
2018
Q2 		$4.76M Sell
77,779
-38,242
-33% -$2.37M 0.06% 202
2018
Q1 		$6.43M Sell
116,021
-15,888
-12% -$847K 0.1% 166
2017
Q4 		$6.54M Buy
131,909
+41,905
+47% +$1.92M 0.11% 163
2017
Q3 		$3.93M Hold
90,004
– – 0.08% 178
2017
Q2 		$3.42M Buy
+90,004
New +$3.18M 0.08% 176
2017
Q1 		– Sell
-161,546
Closed -$5.6M – 245
2016
Q4 		$5.6M Buy
+161,546
New +$5.16M 0.15% 147

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

Artemis Investment Management's ETFC Position: Q3 2018 in Review

Artemis Investment Management sold out of E*Trade Financial Corporation (ETFC) in Q3 2018, closing a stake of 77,779 shares — an estimated $4.76M sold.

Artemis Investment Management first reported a position in ETFC in Q4 2016 and held it in 6 quarters. The position peaked at $6.54M in Q4 2017. 522 funds tracked by Wall St. Rank hold ETFC as of Q3 2018.

  • Artemis Investment Management reported no remaining E*Trade Financial Corporation position as of Q3 2018 after selling out during the quarter.
  • Artemis Investment Management sold 77,779 E*Trade Financial Corporation shares in Q3 2018, an estimated $4.76M.
  • Artemis Investment Management first reported a position in E*Trade Financial Corporation in Q4 2016 and held it in 6 quarters.
  • Artemis Investment Management's E*Trade Financial Corporation position peaked at $6.54M in Q4 2017.
  • 522 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2018.

Based on Artemis Investment Management's 13F filing for Q3 2018, filed 9 Nov 2018.