Harel Insurance Investments & Financial Services’s E*Trade Financial Corporation ETFC Stock Holding History

Harel Insurance Investments & Financial Services’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	-700	Closed	-$31K	–	581
2019 Q3	$31K	Sell	700 -9,300	-93%	-$412K	﹤0.01%	354
2019 Q2	$446K	Buy	10,000 +8,000	+400%	+$382K	0.02%	124
2019 Q1	$93K	Sell	2,000 -11,700	-85%	-$557K	0.01%	197
2018 Q4	$601K	Buy	13,700 +8,700	+174%	+$426K	0.04%	105
2018 Q3	$262K	Sell	5,000 -15,000	-75%	-$880K	0.01%	184
2018 Q2	$1.22M	Buy	+20,000	New	+$1.24M	0.06%	83

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

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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 $170B AUM 46.21% 1-Year Est. Return

Harel Insurance Investments & Financial Services's ETFC Position: Q4 2019 in Review

Harel Insurance Investments & Financial Services sold out of E*Trade Financial Corporation (ETFC) in Q4 2019, closing a stake of 700 shares — an estimated $31K sold.

Harel Insurance Investments & Financial Services first reported a position in ETFC in Q2 2018 and held it in 6 quarters. The position peaked at $1.22M in Q2 2018. 475 funds tracked by Wall St. Rank hold ETFC as of Q4 2019.

Harel Insurance Investments & Financial Services reported no remaining E*Trade Financial Corporation position as of Q4 2019 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 700 E*Trade Financial Corporation shares in Q4 2019, an estimated $31K.
Harel Insurance Investments & Financial Services first reported a position in E*Trade Financial Corporation in Q2 2018 and held it in 6 quarters.
Harel Insurance Investments & Financial Services's E*Trade Financial Corporation position peaked at $1.22M in Q2 2018.
475 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2019.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2019, filed 23 Jan 2020.