Gideon Capital Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

Gideon Capital Advisors’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 Q4	–	Sell	-6,612	Closed	-$289K	–	419
2019 Q3	$289K	Sell	6,612 -10,664	-62%	-$472K	0.09%	238
2019 Q2	$771K	Buy	17,276 +11,274	+188%	+$539K	0.27%	139
2019 Q1	$279K	Sell	6,002 -2,549	-30%	-$121K	0.1%	291
2018 Q4	$375K	Buy	+8,551	New	+$419K	0.15%	209
2017 Q1	–	Sell	-14,845	Closed	-$515K	–	547
2016 Q4	$515K	Buy	+14,845	New	+$474K	0.33%	79
2016 Q2	–	Sell	-26,076	Closed	-$639K	–	264
2016 Q1	$639K	Buy	+26,076	New	+$631K	0.8%	44
2015 Q3	–	Sell	-28,919	Closed	-$866K	–	349
2015 Q2	$866K	Buy	+28,919	New	+$850K	0.36%	103
2014 Q2	–	Sell	-102,257	Closed	-$2.35M	–	332
2014 Q1	$2.35M	Buy	+102,257	New	+$2.24M	1.31%	14

Other funds holding ETFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Gideon Capital Advisors's ETFC Position: Q4 2019 in Review

Gideon Capital Advisors sold out of E*Trade Financial Corporation (ETFC) in Q4 2019, closing a stake of 6,612 shares — an estimated $289K sold.

Gideon Capital Advisors first reported a position in ETFC in Q1 2014 and held it in 8 quarters. The position peaked at $2.35M in Q1 2014. 475 funds tracked by Wall St. Rank hold ETFC as of Q4 2019.

Gideon Capital Advisors reported no remaining E*Trade Financial Corporation position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 6,612 E*Trade Financial Corporation shares in Q4 2019, an estimated $289K.
Gideon Capital Advisors first reported a position in E*Trade Financial Corporation in Q1 2014 and held it in 8 quarters.
Gideon Capital Advisors's E*Trade Financial Corporation position peaked at $2.35M in Q1 2014.
475 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.