CIM
ETFC

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

Calvert 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
2017
Q1 		– Sell
-19,937
Closed -$691K – 696
2016
Q4 		$691K Sell
19,937
-1,009
-5% -$32.2K 0.03% 475
2016
Q3 		$610K Buy
20,946
+148
+0.7% +$3.83K 0.02% 495
2016
Q2 		$489K Sell
20,798
-902
-4% -$22.9K 0.02% 510
2016
Q1 		$531K Buy
21,700
+3,878
+22% +$93.9K 0.02% 465
2015
Q4 		$528K Buy
17,822
+5,633
+46% +$162K 0.02% 439
2015
Q3 		$321K Buy
12,189
+504
+4% +$14K 0.02% 452
2015
Q2 		$350K Sell
11,685
-93,993
-89% -$2.76M 0.02% 452
2015
Q1 		$3.02M Sell
105,678
-224,590
-68% -$5.73M 0.19% 127
2014
Q4 		$8.01M Buy
330,268
+14,643
+5% +$328K 0.55% 54
2014
Q3 		$7.13M Buy
315,625
+264,697
+520% +$5.81M 0.53% 60
2014
Q2 		$1.08M Buy
50,928
+1,553
+3% +$32.6K 0.07% 165
2014
Q1 		$1.14M Buy
49,375
+445
+0.9% +$9.75K 0.08% 162
2013
Q4 		$961K Buy
+48,930
New +$870K 0.07% 172

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Calvert Investment Management's ETFC Position: Q1 2017 in Review

Calvert Investment Management sold out of E*Trade Financial Corporation (ETFC) in Q1 2017, closing a stake of 19,937 shares — an estimated $691K sold.

Calvert Investment Management first reported a position in ETFC in Q4 2013 and held it in 13 quarters. The position peaked at $8.01M in Q4 2014. 412 funds tracked by Wall St. Rank hold ETFC as of Q1 2017.

  • Calvert Investment Management reported no remaining E*Trade Financial Corporation position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 19,937 E*Trade Financial Corporation shares in Q1 2017, an estimated $691K.
  • Calvert Investment Management first reported a position in E*Trade Financial Corporation in Q4 2013 and held it in 13 quarters.
  • Calvert Investment Management's E*Trade Financial Corporation position peaked at $8.01M in Q4 2014.
  • 412 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.