Boston Partners
ETFC

Boston Partners’s E*Trade Financial Corporation ETFC Stock Holding History

Boston Partners’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
2020
Q1 		– Sell
-69
Closed -$3K – 776
2019
Q4 		$3K Sell
69
-5,615,370
-100% -$240M ﹤0.01% 695
2019
Q3 		$245M Buy
5,615,439
+693,350
+14% +$30.7M 0.33% 99
2019
Q2 		$220M Buy
4,922,089
+262,016
+6% +$12.5M 0.29% 109
2019
Q1 		$216M Buy
4,660,073
+567,628
+14% +$27M 0.29% 103
2018
Q4 		$180M Buy
4,092,445
+770,524
+23% +$37.8M 0.26% 116
2018
Q3 		$174M Buy
3,321,921
+173,061
+5% +$10.2M 0.2% 135
2018
Q2 		$193M Sell
3,148,860
-36,712
-1% -$2.27M 0.23% 133
2018
Q1 		$177M Sell
3,185,572
-32,830
-1% -$1.75M 0.21% 136
2017
Q4 		$160M Buy
3,218,402
+186,549
+6% +$8.56M 0.19% 146
2017
Q3 		$132M Buy
3,031,853
+1,949,872
+180% +$79.2M 0.16% 161
2017
Q2 		$41.1M Buy
1,081,981
+840,947
+349% +$29.7M 0.05% 254
2017
Q1 		$8.41M Buy
241,034
+130,552
+118% +$4.68M 0.01% 420
2016
Q4 		$3.83M Buy
+110,482
New +$3.53M 0.01% 552

Other funds holding ETFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Boston Partners's ETFC Position: Q1 2020 in Review

Boston Partners sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 69 shares — an estimated $3K sold.

Boston Partners first reported a position in ETFC in Q4 2016 and held it in 13 quarters. The position peaked at $245M in Q3 2019. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

  • Boston Partners reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
  • Boston Partners sold 69 E*Trade Financial Corporation shares in Q1 2020, an estimated $3K.
  • Boston Partners first reported a position in E*Trade Financial Corporation in Q4 2016 and held it in 13 quarters.
  • Boston Partners's E*Trade Financial Corporation position peaked at $245M in Q3 2019.
  • 415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on Boston Partners's 13F filing for Q1 2020, filed 13 May 2020.