GC
ETFC

Grimes & Company’s E*Trade Financial Corporation ETFC Stock Holding History

Grimes & Company’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
-183,374
Closed -$8.32M – 278
2019
Q4 		$8.32M Sell
183,374
-43
-0% -$1.84K 0.55% 51
2019
Q3 		$8.01M Buy
+183,417
New +$8.12M 0.57% 50

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

Grimes & Company's ETFC Position: Q1 2020 in Review

Grimes & Company sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 183,374 shares — an estimated $8.32M sold.

Grimes & Company first reported a position in ETFC in Q3 2019 and held it in 2 quarters. The position peaked at $8.32M in Q4 2019. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

  • Grimes & Company reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
  • Grimes & Company sold 183,374 E*Trade Financial Corporation shares in Q1 2020, an estimated $8.32M.
  • Grimes & Company first reported a position in E*Trade Financial Corporation in Q3 2019 and held it in 2 quarters.
  • Grimes & Company's E*Trade Financial Corporation position peaked at $8.32M in Q4 2019.
  • 415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on Grimes & Company's 13F filing for Q1 2020, filed 5 May 2020.