JIR
ETFC

James Investment Research’s E*Trade Financial Corporation ETFC Stock Holding History

James Investment Research’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
2019
Q1 		– Sell
-28
Closed -$1K – 941
2018
Q4 		$1K Buy
+28
New +$1.37K ﹤0.01% 808
2017
Q4 		– Sell
-40,600
Closed -$1.77M – 871
2017
Q3 		$1.77M Buy
+40,600
New +$1.65M 0.06% 331

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

James Investment Research's ETFC Position: Q1 2019 in Review

James Investment Research sold out of E*Trade Financial Corporation (ETFC) in Q1 2019, closing a stake of 28 shares — an estimated $1K sold.

James Investment Research first reported a position in ETFC in Q3 2017 and held it in 2 quarters. The position peaked at $1.77M in Q3 2017. 514 funds tracked by Wall St. Rank hold ETFC as of Q1 2019.

  • James Investment Research reported no remaining E*Trade Financial Corporation position as of Q1 2019 after selling out during the quarter.
  • James Investment Research sold 28 E*Trade Financial Corporation shares in Q1 2019, an estimated $1K.
  • James Investment Research first reported a position in E*Trade Financial Corporation in Q3 2017 and held it in 2 quarters.
  • James Investment Research's E*Trade Financial Corporation position peaked at $1.77M in Q3 2017.
  • 514 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2019.

Based on James Investment Research's 13F filing for Q1 2019, filed 26 Apr 2019.