CLG
ETFC

Cooperman Leon G’s E*Trade Financial Corporation ETFC Stock Holding History

Cooperman Leon G’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
2014
Q2 		$147M Buy
6,923,894
+1,041,867
+18% +$21.9M 1.94% 16
2014
Q1 		$135M Sell
5,882,027
-950,000
-14% -$20.8M 1.8% 21
2013
Q4 		$134M Sell
6,832,027
-848,759
-11% -$15.1M 1.9% 18
2013
Q3 		$127M Sell
7,680,786
-270,094
-3% -$4.03M 1.92% 23
2013
Q2 		$101M Buy
+7,950,880
New +$87.7M 1.54% 27

Other funds holding ETFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Cooperman Leon G's ETFC Position: Q2 2014 in Review

Cooperman Leon G increased its E*Trade Financial Corporation (ETFC) stake by 18% in Q2 2014, buying an estimated $21.9M and bringing the position to 6,923,894 shares worth $147M. The position accounts for 1.94% of the portfolio, ranked #16.

Cooperman Leon G first reported a position in ETFC in Q2 2013 and has held it in 5 quarters since. 336 funds tracked by Wall St. Rank hold ETFC as of Q2 2014.

  • Cooperman Leon G held 6,923,894 shares of E*Trade Financial Corporation worth $147M as of Q2 2014.
  • Cooperman Leon G bought 1,041,867 E*Trade Financial Corporation shares in Q2 2014, an estimated $21.9M.
  • E*Trade Financial Corporation made up 1.94% of Cooperman Leon G's portfolio in Q2 2014, its #16 holding.
  • Cooperman Leon G first reported a position in E*Trade Financial Corporation in Q2 2013 and has held it in 5 quarters since.
  • 336 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2014.

Based on Cooperman Leon G's 13F filing for Q2 2014, filed 14 Aug 2014.