CHAM
ETFC

Clear Harbor Asset Management’s E*Trade Financial Corporation ETFC Stock Holding History

Clear Harbor Asset 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
2019
Q4 		– Sell
-4,737
Closed -$207K – 799
2019
Q3 		$207K Buy
+4,737
New +$210K 0.04% 230

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

Clear Harbor Asset Management's ETFC Position: Q4 2019 in Review

Clear Harbor Asset Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2019, closing a stake of 4,737 shares — an estimated $207K sold.

Clear Harbor Asset Management first reported a position in ETFC in Q3 2019 and held it in 1 quarter. The position peaked at $207K in Q3 2019. 475 funds tracked by Wall St. Rank hold ETFC as of Q4 2019.

  • Clear Harbor Asset Management reported no remaining E*Trade Financial Corporation position as of Q4 2019 after selling out during the quarter.
  • Clear Harbor Asset Management sold 4,737 E*Trade Financial Corporation shares in Q4 2019, an estimated $207K.
  • Clear Harbor Asset Management first reported a position in E*Trade Financial Corporation in Q3 2019 and held it in 1 quarter.
  • Clear Harbor Asset Management's E*Trade Financial Corporation position peaked at $207K in Q3 2019.
  • 475 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2019.

Based on Clear Harbor Asset Management's 13F filing for Q4 2019, filed 29 Jan 2020.