ICRM
ETFC

Insight Capital Research & Management’s E*Trade Financial Corporation ETFC Stock Holding History

Insight Capital Research & 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
2014
Q2 		– Sell
-177,761
Closed -$4.09M – 158
2014
Q1 		$4.09M Buy
+177,761
New +$3.89M 0.94% 47
2013
Q4 		– Sell
-5,191
Closed -$88K – 174
2013
Q3 		$88K Buy
+5,191
New +$77.4K 0.02% 164

Other funds holding ETFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Insight Capital Research & Management's ETFC Position: Q2 2014 in Review

Insight Capital Research & Management sold out of E*Trade Financial Corporation (ETFC) in Q2 2014, closing a stake of 177,761 shares — an estimated $4.09M sold.

Insight Capital Research & Management first reported a position in ETFC in Q3 2013 and held it in 2 quarters. The position peaked at $4.09M in Q1 2014. 336 funds tracked by Wall St. Rank hold ETFC as of Q2 2014.

  • Insight Capital Research & Management reported no remaining E*Trade Financial Corporation position as of Q2 2014 after selling out during the quarter.
  • Insight Capital Research & Management sold 177,761 E*Trade Financial Corporation shares in Q2 2014, an estimated $4.09M.
  • Insight Capital Research & Management first reported a position in E*Trade Financial Corporation in Q3 2013 and held it in 2 quarters.
  • Insight Capital Research & Management's E*Trade Financial Corporation position peaked at $4.09M in Q1 2014.
  • 336 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2014.

Based on Insight Capital Research & Management's 13F filing for Q2 2014, filed 13 Aug 2014.