ER
ETFC

Enlightenment Research’s E*Trade Financial Corporation ETFC Stock Holding History

Enlightenment Research’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
Q2 		– Sell
-5,100
Closed -$233K – 218
2020
Q1 		$233K Buy
+5,100
New +$216K 0.25% 135
2019
Q3 		– Sell
-7,000
Closed -$312K – 302
2019
Q2 		$312K Buy
+7,000
New +$334K 0.16% 167
2019
Q1 		– Sell
-500
Closed -$22K – 782
2018
Q4 		$22K Buy
+500
New +$24.5K 0.03% 442

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Enlightenment Research's ETFC Position: Q2 2020 in Review

Enlightenment Research sold out of E*Trade Financial Corporation (ETFC) in Q2 2020, closing a stake of 5,100 shares — an estimated $233K sold.

Enlightenment Research first reported a position in ETFC in Q4 2018 and held it in 3 quarters. The position peaked at $312K in Q2 2019. 410 funds tracked by Wall St. Rank hold ETFC as of Q2 2020.

  • Enlightenment Research reported no remaining E*Trade Financial Corporation position as of Q2 2020 after selling out during the quarter.
  • Enlightenment Research sold 5,100 E*Trade Financial Corporation shares in Q2 2020, an estimated $233K.
  • Enlightenment Research first reported a position in E*Trade Financial Corporation in Q4 2018 and held it in 3 quarters.
  • Enlightenment Research's E*Trade Financial Corporation position peaked at $312K in Q2 2019.
  • 410 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2020.

Based on Enlightenment Research's 13F filing for Q2 2020, filed 6 Aug 2020.