BCI
ETFC

Brinker Capital Investments’s E*Trade Financial Corporation ETFC Stock Holding History

Brinker Capital Investments’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
-131
Closed -$6K – 816
2019
Q4 		$6K Hold
131
– – ﹤0.01% 635
2019
Q3 		$6K Hold
131
– – ﹤0.01% 625
2019
Q2 		$6K Hold
131
– – ﹤0.01% 834
2019
Q1 		$6K Buy
+131
New +$6.24K ﹤0.01% 698

Other funds holding ETFC

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Brinker Capital Investments's ETFC Position: Q1 2020 in Review

Brinker Capital Investments sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 131 shares — an estimated $6K sold.

Brinker Capital Investments first reported a position in ETFC in Q1 2019 and held it in 4 quarters. The position peaked at $6K in Q4 2019. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

  • Brinker Capital Investments reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
  • Brinker Capital Investments sold 131 E*Trade Financial Corporation shares in Q1 2020, an estimated $6K.
  • Brinker Capital Investments first reported a position in E*Trade Financial Corporation in Q1 2019 and held it in 4 quarters.
  • Brinker Capital Investments's E*Trade Financial Corporation position peaked at $6K in Q4 2019.
  • 415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on Brinker Capital Investments's 13F filing for Q1 2020, filed 13 May 2020.