FIM
ETFC

Freedom Investment Management’s E*Trade Financial Corporation ETFC Stock Holding History

Freedom Investment 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
2020
Q3 		– Sell
-4,557
Closed -$227K – 612
2020
Q2 		$227K Sell
4,557
-1,420
-24% -$61.2K 0.02% 482
2020
Q1 		$261K Sell
5,977
-68
-1% -$2.87K 0.02% 550
2019
Q4 		$274K Sell
6,045
-4,961
-45% -$212K 0.02% 515
2019
Q3 		$481K Buy
11,006
+31
+0.3% +$1.37K 0.04% 364
2019
Q2 		$489K Sell
10,975
-731
-6% -$34.9K 0.04% 364
2019
Q1 		$544K Sell
11,706
-32,465
-73% -$1.55M 0.04% 362
2018
Q4 		$1.94M Sell
44,171
-1,281
-3% -$62.8K 0.15% 126
2018
Q3 		$2.7M Buy
45,452
+5,252
+13% +$308K 0.17% 104
2018
Q2 		$2.46M Buy
40,200
+5,184
+15% +$321K 0.15% 126
2018
Q1 		$1.94M Sell
35,016
-5,288
-13% -$282K 0.1% 175
2017
Q4 		$2M Sell
40,304
-3,498
-8% -$161K 0.1% 156
2017
Q3 		$1.91M Buy
43,802
+10,411
+31% +$423K 0.1% 149
2017
Q2 		$1.27M Buy
33,391
+5,091
+18% +$180K 0.07% 230
2017
Q1 		$987K Buy
+28,300
New +$1.01M 0.06% 295

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Freedom Investment Management's ETFC Position: Q3 2020 in Review

Freedom Investment Management sold out of E*Trade Financial Corporation (ETFC) in Q3 2020, closing a stake of 4,557 shares — an estimated $227K sold.

Freedom Investment Management first reported a position in ETFC in Q1 2017 and held it in 14 quarters. The position peaked at $2.7M in Q3 2018. 414 funds tracked by Wall St. Rank hold ETFC as of Q3 2020.

  • Freedom Investment Management reported no remaining E*Trade Financial Corporation position as of Q3 2020 after selling out during the quarter.
  • Freedom Investment Management sold 4,557 E*Trade Financial Corporation shares in Q3 2020, an estimated $227K.
  • Freedom Investment Management first reported a position in E*Trade Financial Corporation in Q1 2017 and held it in 14 quarters.
  • Freedom Investment Management's E*Trade Financial Corporation position peaked at $2.7M in Q3 2018.
  • 414 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2020.

Based on Freedom Investment Management's 13F filing for Q3 2020, filed 10 Nov 2020.