Commonwealth Equity Services’s E*Trade Financial Corporation ETFC Stock Holding History

Commonwealth Equity Services’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	-4,428	Closed	-$200K	–	3017
2019 Q4	$200K	Buy	+4,428	New	+$189K	﹤0.01%	2617
2019 Q1	–	Sell	-7,213	Closed	-$316K	–	2810
2018 Q4	$316K	Buy	+7,213	New	+$353K	﹤0.01%	1975
2018 Q3	–	Sell	-5,412	Closed	-$331K	–	2889
2018 Q2	$331K	Buy	+5,412	New	+$335K	﹤0.01%	2038
2017 Q4	–	Sell	-7,567	Closed	-$330K	–	2741
2017 Q3	$330K	Buy	+7,567	New	+$307K	﹤0.01%	1901
2017 Q1	–	Sell	-7,177	Closed	-$249K	–	2494
2016 Q4	$249K	Sell	7,177 -6,804	-49%	-$217K	﹤0.01%	1911
2016 Q3	$407K	Sell	13,981 -3,663	-21%	-$94.7K	﹤0.01%	1505
2016 Q2	$414K	Sell	17,644 -1,256	-7%	-$31.8K	﹤0.01%	1476
2016 Q1	$463K	Sell	18,900 -671	-3%	-$16.2K	﹤0.01%	1361
2015 Q4	$580K	Hold	19,571	–	–	0.01%	1200
2015 Q3	$515K	Buy	19,571 +2,716	+16%	+$75.3K	0.01%	1234
2015 Q2	$505K	Sell	16,855 -1,038	-6%	-$30.5K	0.01%	1326
2015 Q1	$511K	Buy	17,893 +254	+1%	+$6.48K	0.01%	1299
2014 Q4	$428K	Sell	17,639 -62	-0.4%	-$1.39K	﹤0.01%	1367
2014 Q3	$400K	Buy	+17,701	New	+$388K	﹤0.01%	1380

Other funds holding ETFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Commonwealth Equity Services's ETFC Position: Q1 2020 in Review

Commonwealth Equity Services sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 4,428 shares — an estimated $200K sold.

Commonwealth Equity Services first reported a position in ETFC in Q3 2014 and held it in 14 quarters. The position peaked at $580K in Q4 2015. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

Commonwealth Equity Services reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
Commonwealth Equity Services sold 4,428 E*Trade Financial Corporation shares in Q1 2020, an estimated $200K.
Commonwealth Equity Services first reported a position in E*Trade Financial Corporation in Q3 2014 and held it in 14 quarters.
Commonwealth Equity Services's E*Trade Financial Corporation position peaked at $580K in Q4 2015.
415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on Commonwealth Equity Services's 13F filing for Q1 2020, filed 11 May 2020.