II
ETFC

Inspire Investing’s E*Trade Financial Corporation ETFC Stock Holding History

Inspire Investing’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
-10,999
Closed -$377K – 788
2020
Q1 		$377K Sell
10,999
-991
-8% -$41.9K 0.15% 154
2019
Q4 		$544K Buy
11,990
+1,079
+10% +$46.1K 0.2% 192
2019
Q3 		$477K Buy
10,911
+101
+0.9% +$4.47K 0.18% 180
2019
Q2 		$482K Buy
10,810
+808
+8% +$38.6K 0.2% 191
2019
Q1 		$464K Buy
10,002
+3,670
+58% +$175K 0.22% 156
2018
Q4 		$278K Buy
6,332
+926
+17% +$45.4K 0.19% 148
2018
Q3 		$283K Buy
5,406
+1,062
+24% +$62.3K 0.17% 187
2018
Q2 		$266K Sell
4,344
-65
-1% -$4.02K 0.19% 178
2018
Q1 		$244K Buy
4,409
+840
+24% +$44.8K 0.25% 126
2017
Q4 		$177K Buy
+3,569
New +$164K 0.15% 149

Other funds holding ETFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Inspire Investing's ETFC Position: Q2 2020 in Review

Inspire Investing sold out of E*Trade Financial Corporation (ETFC) in Q2 2020, closing a stake of 10,999 shares — an estimated $377K sold.

Inspire Investing first reported a position in ETFC in Q4 2017 and held it in 10 quarters. The position peaked at $544K in Q4 2019. 410 funds tracked by Wall St. Rank hold ETFC as of Q2 2020.

  • Inspire Investing reported no remaining E*Trade Financial Corporation position as of Q2 2020 after selling out during the quarter.
  • Inspire Investing sold 10,999 E*Trade Financial Corporation shares in Q2 2020, an estimated $377K.
  • Inspire Investing first reported a position in E*Trade Financial Corporation in Q4 2017 and held it in 10 quarters.
  • Inspire Investing's E*Trade Financial Corporation position peaked at $544K in Q4 2019.
  • 410 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2020.

Based on Inspire Investing's 13F filing for Q2 2020, filed 12 Aug 2020.