CCA
ETFC

Catalyst Capital Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

Catalyst Capital Advisors’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
Q4 		– Sell
-17,000
Closed -$743K – 461
2019
Q3 		$743K Buy
+17,000
New +$753K 0.03% 151
2018
Q1 		– Sell
-38,500
Closed -$1.91M – 587
2017
Q4 		$1.91M Buy
38,500
+15,500
+67% +$711K 0.07% 136
2017
Q3 		$1M Buy
+23,000
New +$934K 0.04% 167

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Catalyst Capital Advisors's ETFC Position: Q4 2019 in Review

Catalyst Capital Advisors sold out of E*Trade Financial Corporation (ETFC) in Q4 2019, closing a stake of 17,000 shares — an estimated $743K sold.

Catalyst Capital Advisors first reported a position in ETFC in Q3 2017 and held it in 3 quarters. The position peaked at $1.91M in Q4 2017. 475 funds tracked by Wall St. Rank hold ETFC as of Q4 2019.

  • Catalyst Capital Advisors reported no remaining E*Trade Financial Corporation position as of Q4 2019 after selling out during the quarter.
  • Catalyst Capital Advisors sold 17,000 E*Trade Financial Corporation shares in Q4 2019, an estimated $743K.
  • Catalyst Capital Advisors first reported a position in E*Trade Financial Corporation in Q3 2017 and held it in 3 quarters.
  • Catalyst Capital Advisors's E*Trade Financial Corporation position peaked at $1.91M in Q4 2017.
  • 475 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2019.

Based on Catalyst Capital Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.