Convergence Investment Partners’s E*Trade Financial Corporation ETFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-39,748
Closed -$1.84M 408
2019
Q1
$1.84M Sell
39,748
-2,753
-6% -$131K 0.4% 88
2018
Q4
$1.86M Buy
+42,501
New +$2.08M 0.43% 85
2018
Q2
Sell
-578
Closed -$32K 1007
2018
Q1
$32K Buy
+578
New +$30.8K ﹤0.01% 508
2017
Q3
Sell
-89,018
Closed -$3.38M 417
2017
Q2
$3.38M Buy
89,018
+538
+0.6% +$19K 0.5% 56
2017
Q1
$3.09M Buy
+88,480
New +$3.17M 0.43% 74
2016
Q4
Sell
-38,767
Closed -$1.13M 389
2016
Q3
$1.13M Sell
38,767
-7,533
-16% -$195K 0.17% 225
2016
Q2
$1.09M Buy
+46,300
New +$1.17M 0.15% 229
2016
Q1
Sell
-111,690
Closed -$3.31M 411
2015
Q4
$3.31M Buy
111,690
+50,938
+84% +$1.46M 0.37% 97
2015
Q3
$1.6M Buy
+60,752
New +$1.68M 0.18% 179
2014
Q3
Sell
-194,906
Closed -$4.14M 444
2014
Q2
$4.14M Buy
194,906
+96,407
+98% +$2.03M 0.55% 38
2014
Q1
$2.27M Buy
+98,499
New +$2.16M 0.34% 100

Other funds holding ETFC

Convergence Investment Partners's ETFC Position: Q2 2019 in Review

Convergence Investment Partners sold out of E*Trade Financial Corporation (ETFC) in Q2 2019, closing a stake of 39,748 shares — an estimated $1.84M sold.

Convergence Investment Partners first reported a position in ETFC in Q1 2014 and held it in 11 quarters. The position peaked at $4.14M in Q2 2014. 514 funds tracked by Wall St. Rank hold ETFC as of Q2 2019.

  • Convergence Investment Partners reported no remaining E*Trade Financial Corporation position as of Q2 2019 after selling out during the quarter.
  • Convergence Investment Partners sold 39,748 E*Trade Financial Corporation shares in Q2 2019, an estimated $1.84M.
  • Convergence Investment Partners first reported a position in E*Trade Financial Corporation in Q1 2014 and held it in 11 quarters.
  • Convergence Investment Partners's E*Trade Financial Corporation position peaked at $4.14M in Q2 2014.
  • 514 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2019.

Based on Convergence Investment Partners's 13F filing for Q2 2019, filed 23 Jul 2019.