IFAM
ETFC

Institutional & Family Asset Management’s E*Trade Financial Corporation ETFC Stock Holding History

Institutional & Family Asset 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
Q1 		– Sell
-136
Closed -$6K – 942
2019
Q4 		$6K Hold
136
– – ﹤0.01% 585
2019
Q3 		$6K Buy
136
+6
+5% +$266 ﹤0.01% 546
2019
Q2 		$6K Hold
130
– – ﹤0.01% 578
2019
Q1 		$6K Buy
+130
New +$6.19K ﹤0.01% 591

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Institutional & Family Asset Management's ETFC Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 136 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in ETFC in Q1 2019 and held it in 4 quarters. The position peaked at $6K in Q4 2019. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 136 E*Trade Financial Corporation shares in Q1 2020, an estimated $6K.
  • Institutional & Family Asset Management first reported a position in E*Trade Financial Corporation in Q1 2019 and held it in 4 quarters.
  • Institutional & Family Asset Management's E*Trade Financial Corporation position peaked at $6K in Q4 2019.
  • 415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.