Bank of Montreal
ETFC

Bank of Montreal’s E*Trade Financial Corporation ETFC Stock Holding History

Bank of Montreal’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
2019
Q2 		– Sell
-75,000
Closed -$3.48M – 5179
2019
Q1 		$3.48M Buy
+75,000
New +$3.57M ﹤0.01% 1363

Other funds holding ETFC

CIC
Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of Montreal's ETFC Position: Q4 2020 in Review

Bank of Montreal sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 137,798 shares — an estimated $6.79M sold.

Bank of Montreal first reported a position in ETFC in Q2 2013 and held it in 30 quarters. The position peaked at $87.9M in Q1 2015. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Bank of Montreal reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Bank of Montreal sold 137,798 E*Trade Financial Corporation shares in Q4 2020, an estimated $6.79M.
  • Bank of Montreal first reported a position in E*Trade Financial Corporation in Q2 2013 and held it in 30 quarters.
  • Bank of Montreal's E*Trade Financial Corporation position peaked at $87.9M in Q1 2015.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Bank of Montreal's 13F filing for Q4 2020, filed 12 Feb 2021.