Hillsdale Investment Management’s E*Trade Financial Corporation ETFC Stock Holding History

Hillsdale Investment Management’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 Q2	–	Sell	-11,700	Closed	-$401K	–	721
2020 Q1	$401K	Buy	+11,700	New	+$494K	0.05%	330
2019 Q4	–	Sell	-160	Closed	-$7K	–	690
2019 Q3	$7K	Sell	160 -10,000	-98%	-$443K	﹤0.01%	528
2019 Q2	$453K	Buy	10,160 +200	+2%	+$9.55K	0.04%	362
2019 Q1	$462K	Buy	+9,960	New	+$474K	0.04%	339
2017 Q2	–	Sell	-8,200	Closed	-$286K	–	550
2017 Q1	$286K	Sell	8,200 -500	-6%	-$17.9K	0.06%	255
2016 Q4	$301K	Sell	8,700 -3,000	-26%	-$95.7K	0.06%	233
2016 Q3	$341K	Sell	11,700 -1,000	-8%	-$25.8K	0.09%	235
2016 Q2	$298K	Buy	+12,700	New	+$322K	0.09%	273

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Hillsdale Investment Management's ETFC Position: Q2 2020 in Review

Hillsdale Investment Management sold out of E*Trade Financial Corporation (ETFC) in Q2 2020, closing a stake of 11,700 shares — an estimated $401K sold.

Hillsdale Investment Management first reported a position in ETFC in Q2 2016 and held it in 8 quarters. The position peaked at $462K in Q1 2019. 410 funds tracked by Wall St. Rank hold ETFC as of Q2 2020.

Hillsdale Investment Management reported no remaining E*Trade Financial Corporation position as of Q2 2020 after selling out during the quarter.
Hillsdale Investment Management sold 11,700 E*Trade Financial Corporation shares in Q2 2020, an estimated $401K.
Hillsdale Investment Management first reported a position in E*Trade Financial Corporation in Q2 2016 and held it in 8 quarters.
Hillsdale Investment Management's E*Trade Financial Corporation position peaked at $462K in Q1 2019.
410 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2020.

Based on Hillsdale Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.