GSC
ETFC

Ground Swell Capital’s E*Trade Financial Corporation ETFC Stock Holding History

Ground Swell Capital’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
2014
Q3 		$11K Buy
486
+164
+51% +$3.6K 0.02% 893
2014
Q2 		$7K Buy
+322
New +$6.77K 0.01% 934

Other funds holding ETFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return

Ground Swell Capital's ETFC Position: Q3 2014 in Review

Ground Swell Capital increased its E*Trade Financial Corporation (ETFC) stake by 51% in Q3 2014, buying an estimated $3.6K and bringing the position to 486 shares worth $11K. The position accounts for 0.02% of the portfolio, ranked #893.

Ground Swell Capital first reported a position in ETFC in Q2 2014 and has held it in 2 quarters since. 321 funds tracked by Wall St. Rank hold ETFC as of Q3 2014.

  • Ground Swell Capital held 486 shares of E*Trade Financial Corporation worth $11K as of Q3 2014.
  • Ground Swell Capital bought 164 E*Trade Financial Corporation shares in Q3 2014, an estimated $3.6K.
  • E*Trade Financial Corporation made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #893 holding.
  • Ground Swell Capital first reported a position in E*Trade Financial Corporation in Q2 2014 and has held it in 2 quarters since.
  • 321 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.