Jupiter Asset Management’s E*Trade Financial Corporation ETFC Stock Holding History

Jupiter 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	-197,461	Closed	-$8.96M	–	231
2019 Q4	$8.96M	Buy	+197,461	New	+$8.43M	0.28%	101
2019 Q1	–	Sell	-261,986	Closed	-$11.5M	–	271
2018 Q4	$11.5M	Buy	261,986 +200,914	+329%	+$9.84M	0.4%	65
2018 Q3	$3.22M	Sell	61,072 -727,786	-92%	-$42.7M	0.09%	193
2018 Q2	$48.2M	Buy	788,858 +52,756	+7%	+$3.27M	1.41%	11
2018 Q1	$40.8M	Buy	736,102 +167,680	+29%	+$8.94M	1.24%	12
2017 Q4	$28.2M	Buy	568,422 +550,922	+3,148%	+$25.3M	0.81%	29
2017 Q3	$763K	Buy	+17,500	New	+$711K	0.03%	203
2017 Q2	–	Sell	-252,000	Closed	-$8.79M	–	223
2017 Q1	$8.79M	Buy	+252,000	New	+$9.04M	0.32%	84
2014 Q2	–	Sell	-919,398	Closed	-$21.2M	–	259
2014 Q1	$21.2M	Buy	919,398 +820,213	+827%	+$18M	0.68%	34
2013 Q4	$1.95M	Sell	99,185 -255,950	-72%	-$4.55M	0.08%	166
2013 Q3	$5.86M	Buy	+355,135	New	+$5.3M	0.26%	114

Other funds holding ETFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jupiter Asset Management's ETFC Position: Q1 2020 in Review

Jupiter Asset Management sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 197,461 shares — an estimated $8.96M sold.

Jupiter Asset Management first reported a position in ETFC in Q3 2013 and held it in 11 quarters. The position peaked at $48.2M in Q2 2018. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

Jupiter Asset Management reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
Jupiter Asset Management sold 197,461 E*Trade Financial Corporation shares in Q1 2020, an estimated $8.96M.
Jupiter Asset Management first reported a position in E*Trade Financial Corporation in Q3 2013 and held it in 11 quarters.
Jupiter Asset Management's E*Trade Financial Corporation position peaked at $48.2M in Q2 2018.
415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on Jupiter Asset Management's 13F filing for Q1 2020, filed 12 May 2020.