HighTower Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

HighTower Advisors’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	-2,290	Closed	-$103K	–	2601
2019 Q4	$103K	Buy	+2,290	New	+$97.8K	﹤0.01%	2075
2017 Q1	–	Sell	-38,090	Closed	-$1.32M	–	2193
2016 Q4	$1.32M	Buy	38,090 +16,209	+74%	+$517K	0.01%	858
2016 Q3	$638K	Sell	21,881 -2,175	-9%	-$56.2K	0.01%	1115
2016 Q2	$565K	Sell	24,056 -767	-3%	-$19.4K	0.01%	1096
2016 Q1	$607K	Buy	24,823 +2,719	+12%	+$65.8K	﹤0.01%	1278
2015 Q4	$655K	Buy	+22,104	New	+$635K	0.01%	1182

Other funds holding ETFC

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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 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

HighTower Advisors's ETFC Position: Q1 2020 in Review

HighTower Advisors sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 2,290 shares — an estimated $103K sold.

HighTower Advisors first reported a position in ETFC in Q4 2015 and held it in 6 quarters. The position peaked at $1.32M in Q4 2016. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

HighTower Advisors reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
HighTower Advisors sold 2,290 E*Trade Financial Corporation shares in Q1 2020, an estimated $103K.
HighTower Advisors first reported a position in E*Trade Financial Corporation in Q4 2015 and held it in 6 quarters.
HighTower Advisors's E*Trade Financial Corporation position peaked at $1.32M in Q4 2016.
415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on HighTower Advisors's 13F filing for Q1 2020, filed 21 May 2020.