GRP
ETFC

Global Retirement Partners’s E*Trade Financial Corporation ETFC Stock Holding History

Global Retirement Partners’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
Q1 		– Sell
-133
Closed -$6K – 1742
2019
Q4 		$6K Sell
133
-78
-37% -$3.33K ﹤0.01% 1315
2019
Q3 		$9K Buy
211
+78
+59% +$3.45K ﹤0.01% 1157
2019
Q2 		$6K Sell
133
-27
-17% -$1.29K ﹤0.01% 1265
2019
Q1 		$7K Buy
+160
New +$7.62K ﹤0.01% 1173
2018
Q3 		– Sell
-383
Closed -$23K – 1600
2018
Q2 		$23K Buy
383
+124
+48% +$7.68K 0.01% 761
2018
Q1 		$14K Sell
259
-27
-9% -$1.44K ﹤0.01% 868
2017
Q4 		$14K Sell
286
-45
-14% -$2.07K ﹤0.01% 818
2017
Q3 		$14K Sell
331
-48
-13% -$1.95K 0.01% 737
2017
Q2 		$14K Hold
379
– – 0.01% 700
2017
Q1 		$13K Sell
379
-58
-13% -$2.08K 0.01% 677
2016
Q4 		$15K Buy
+437
New +$13.9K 0.01% 597

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Global Retirement Partners's ETFC Position: Q1 2020 in Review

Global Retirement Partners sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 133 shares — an estimated $6K sold.

Global Retirement Partners first reported a position in ETFC in Q4 2016 and held it in 11 quarters. The position peaked at $23K in Q2 2018. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

  • Global Retirement Partners reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
  • Global Retirement Partners sold 133 E*Trade Financial Corporation shares in Q1 2020, an estimated $6K.
  • Global Retirement Partners first reported a position in E*Trade Financial Corporation in Q4 2016 and held it in 11 quarters.
  • Global Retirement Partners's E*Trade Financial Corporation position peaked at $23K in Q2 2018.
  • 415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on Global Retirement Partners's 13F filing for Q1 2020, filed 28 Apr 2020.