Greenwood Capital Associates’s E*Trade Financial Corporation ETFC Stock Holding History

Greenwood Capital Associates’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	-9,005	Closed	-$409K	–	218
2019 Q4	$409K	Buy	+9,005	New	+$385K	0.09%	125
2018 Q4	–	Sell	-8,025	Closed	-$420K	–	219
2018 Q3	$420K	Buy	8,025 +1,405	+21%	+$82.4K	0.09%	117
2018 Q2	$405K	Buy	6,620 +1,310	+25%	+$81.1K	0.09%	119
2018 Q1	$294K	Hold	5,310	–	–	0.07%	141
2017 Q4	$263K	Buy	5,310 +50	+1%	+$2.29K	0.06%	162
2017 Q3	$229K	Buy	+5,260	New	+$214K	0.06%	173

Other funds holding ETFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Greenwood Capital Associates's ETFC Position: Q1 2020 in Review

Greenwood Capital Associates sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 9,005 shares — an estimated $409K sold.

Greenwood Capital Associates first reported a position in ETFC in Q3 2017 and held it in 6 quarters. The position peaked at $420K in Q3 2018. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

Greenwood Capital Associates reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
Greenwood Capital Associates sold 9,005 E*Trade Financial Corporation shares in Q1 2020, an estimated $409K.
Greenwood Capital Associates first reported a position in E*Trade Financial Corporation in Q3 2017 and held it in 6 quarters.
Greenwood Capital Associates's E*Trade Financial Corporation position peaked at $420K in Q3 2018.
415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on Greenwood Capital Associates's 13F filing for Q1 2020, filed 12 May 2020.