JG
ETFC

Jefferies Group’s E*Trade Financial Corporation ETFC Stock Holding History

Jefferies Group’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
2016
Q2 		– Sell
-700
Closed -$17K – 2554
2016
Q1 		$17K Buy
+700
New +$16.9K ﹤0.01% 2104
2014
Q2 		– Sell
-90,100
Closed -$2.07M – 2482
2014
Q1 		$2.07M Buy
+90,100
New +$1.97M 0.02% 597

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

Jefferies Group's ETFC Position: Q1 2020 in Review

Jefferies Group sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 20,972 shares — an estimated $951K sold.

Jefferies Group first reported a position in ETFC in Q3 2013 and held it in 17 quarters. The position peaked at $4.73M in Q2 2018. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

  • Jefferies Group reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
  • Jefferies Group sold 20,972 E*Trade Financial Corporation shares in Q1 2020, an estimated $951K.
  • Jefferies Group first reported a position in E*Trade Financial Corporation in Q3 2013 and held it in 17 quarters.
  • Jefferies Group's E*Trade Financial Corporation position peaked at $4.73M in Q2 2018.
  • 415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.