CIM
ETFC

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

CIM 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
2018
Q1 		– Sell
-13,533
Closed -$671K – 349
2017
Q4 		$671K Sell
13,533
-217
-2% -$9.96K 0.23% 112
2017
Q3 		$600K Sell
13,750
-740
-5% -$30.1K 0.22% 117
2017
Q2 		$551K Sell
14,490
-904
-6% -$32K 0.2% 141
2017
Q1 		$537K Sell
15,394
-1,515
-9% -$54.3K 0.18% 148
2016
Q4 		$586K Buy
16,909
+195
+1% +$6.22K 0.21% 132
2016
Q3 		$487K Sell
16,714
-1,310
-7% -$33.9K 0.19% 147
2016
Q2 		$423K Sell
18,024
-780
-4% -$19.8K 0.18% 161
2016
Q1 		$461K Buy
+18,804
New +$455K 0.2% 138
2015
Q2 		– Sell
-28,299
Closed -$808K – 285
2015
Q1 		$808K Sell
28,299
-28,299
-50% -$722K 0.35% 104
2014
Q4 		$1.37M Hold
56,598
– – 0.63% 42
2014
Q3 		$1.28M Sell
56,598
-2,666
-4% -$58.5K 0.65% 47
2014
Q2 		$1.26M Buy
+59,264
New +$1.25M 0.63% 53

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIM Investment Management's ETFC Position: Q1 2018 in Review

CIM Investment Management sold out of E*Trade Financial Corporation (ETFC) in Q1 2018, closing a stake of 13,533 shares — an estimated $671K sold.

CIM Investment Management first reported a position in ETFC in Q2 2014 and held it in 12 quarters. The position peaked at $1.37M in Q4 2014. 500 funds tracked by Wall St. Rank hold ETFC as of Q1 2018.

  • CIM Investment Management reported no remaining E*Trade Financial Corporation position as of Q1 2018 after selling out during the quarter.
  • CIM Investment Management sold 13,533 E*Trade Financial Corporation shares in Q1 2018, an estimated $671K.
  • CIM Investment Management first reported a position in E*Trade Financial Corporation in Q2 2014 and held it in 12 quarters.
  • CIM Investment Management's E*Trade Financial Corporation position peaked at $1.37M in Q4 2014.
  • 500 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2018.

Based on CIM Investment Management's 13F filing for Q1 2018, filed 10 May 2018.