EAM
ETFC

Eagle Asset Management’s E*Trade Financial Corporation ETFC Stock Holding History

Eagle Asset Management’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
2019
Q1 		– Sell
-35,044
Closed -$1.54M – 643
2018
Q4 		$1.54M Buy
35,044
+1,684
+5% +$82.5K 0.01% 509
2018
Q3 		$1.75M Sell
33,360
-21,930
-40% -$1.29M 0.01% 529
2018
Q2 		$3.38M Buy
55,290
+23,570
+74% +$1.46M 0.02% 471
2018
Q1 		$1.76M Buy
+31,720
New +$1.69M 0.01% 540
2017
Q1 		– Sell
-117,386
Closed -$4.07M – 686
2016
Q4 		$4.07M Sell
117,386
-10,403
-8% -$332K 0.03% 439
2016
Q3 		$3.72M Buy
127,789
+590
+0.5% +$15.2K 0.03% 454
2016
Q2 		$2.99M Sell
127,199
-43,151
-25% -$1.09M 0.02% 491
2016
Q1 		$4.17M Buy
170,350
+3,513
+2% +$85.1K 0.03% 434
2015
Q4 		$4.95M Sell
166,837
-2,002
-1% -$57.5K 0.03% 411
2015
Q3 		$4.45M Sell
168,839
-59
-0% -$1.64K 0.03% 430
2015
Q2 		$5.06M Sell
168,898
-371
-0.2% -$10.9K 0.03% 424
2015
Q1 		$4.83M Sell
169,269
-36,220
-18% -$924K 0.03% 436
2014
Q4 		$4.98M Buy
205,489
+10,594
+5% +$237K 0.03% 421
2014
Q3 		$4.4M Sell
194,895
-6,815
-3% -$150K 0.03% 454
2014
Q2 		$4.29M Buy
+201,710
New +$4.24M 0.02% 479

Other funds holding ETFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Eagle Asset Management's ETFC Position: Q1 2019 in Review

Eagle Asset Management sold out of E*Trade Financial Corporation (ETFC) in Q1 2019, closing a stake of 35,044 shares — an estimated $1.54M sold.

Eagle Asset Management first reported a position in ETFC in Q2 2014 and held it in 15 quarters. The position peaked at $5.06M in Q2 2015. 513 funds tracked by Wall St. Rank hold ETFC as of Q1 2019.

  • Eagle Asset Management reported no remaining E*Trade Financial Corporation position as of Q1 2019 after selling out during the quarter.
  • Eagle Asset Management sold 35,044 E*Trade Financial Corporation shares in Q1 2019, an estimated $1.54M.
  • Eagle Asset Management first reported a position in E*Trade Financial Corporation in Q2 2014 and held it in 15 quarters.
  • Eagle Asset Management's E*Trade Financial Corporation position peaked at $5.06M in Q2 2015.
  • 513 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2019.

Based on Eagle Asset Management's 13F filing for Q1 2019, filed 1 May 2019.