CS
ETFC

Credential Securities’s E*Trade Financial Corporation ETFC Stock Holding History

Credential Securities’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
2018
Q2 		$152K Sell
2,486
-1,948
-44% -$121K 0.03% 180
2018
Q1 		$246K Buy
4,434
+437
+11% +$23.3K 0.06% 157
2017
Q4 		$198K Buy
3,997
+178
+5% +$8.17K 0.05% 171
2017
Q3 		$167K Buy
+3,819
New +$155K 0.04% 175

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credential Securities's ETFC Position: Q2 2018 in Review

Credential Securities reduced its E*Trade Financial Corporation (ETFC) stake by 44% in Q2 2018, selling an estimated $121K and leaving 2,486 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #180.

Credential Securities first reported a position in ETFC in Q3 2017 and has held it in 4 quarters since. The position peaked at $246K in Q1 2018. 540 funds tracked by Wall St. Rank hold ETFC as of Q2 2018.

  • Credential Securities held 2,486 shares of E*Trade Financial Corporation worth $152K as of Q2 2018.
  • Credential Securities sold 1,948 E*Trade Financial Corporation shares in Q2 2018, an estimated $121K.
  • E*Trade Financial Corporation made up 0.03% of Credential Securities's portfolio in Q2 2018, its #180 holding.
  • Credential Securities first reported a position in E*Trade Financial Corporation in Q3 2017 and has held it in 4 quarters since.
  • Credential Securities's E*Trade Financial Corporation position peaked at $246K in Q1 2018.
  • 540 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.