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

ClearBridge 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	-675,494	Closed	-$31.1M	–	1118
2019 Q4	$31.1M	Sell	675,494 -20,237	-3%	-$864K	0.03%	380
2019 Q3	$30.4M	Buy	695,731 +2,056	+0.3%	+$91K	0.03%	377
2019 Q2	$30.9M	Sell	693,675 -14,256	-2%	-$681K	0.03%	370
2019 Q1	$32.9M	Buy	707,931 +707,611	+221,128%	+$33.7M	0.03%	369
2018 Q4	$14K	Hold	320	–	–	﹤0.01%	998
2018 Q3	$17K	Buy	+320	New	+$18.8K	﹤0.01%	1025

Other funds holding ETFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ClearBridge Investments's ETFC Position: Q1 2020 in Review

ClearBridge Investments sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 675,494 shares — an estimated $31.1M sold.

ClearBridge Investments first reported a position in ETFC in Q3 2018 and held it in 6 quarters. The position peaked at $32.9M in Q1 2019. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

ClearBridge Investments reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
ClearBridge Investments sold 675,494 E*Trade Financial Corporation shares in Q1 2020, an estimated $31.1M.
ClearBridge Investments first reported a position in E*Trade Financial Corporation in Q3 2018 and held it in 6 quarters.
ClearBridge Investments's E*Trade Financial Corporation position peaked at $32.9M in Q1 2019.
415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on ClearBridge Investments's 13F filing for Q1 2020, filed 15 May 2020.