JAM
ETFC
Jupiter Asset Management’s E*Trade Financial Corporation ETFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-197,461
| Closed | -$8.96M | – | 231 |
|
|
2019
Q4 | $8.96M | Buy |
+197,461
| New | +$8.96M | 0.28% | 101 |
|
|
2019
Q1 | – | Sell |
-261,986
| Closed | -$11.5M | – | 269 |
|
|
2018
Q4 | $11.5M | Buy |
261,986
+200,914
| +329% | +$8.82M | 0.4% | 65 |
|
|
2018
Q3 | $3.22M | Sell |
61,072
-727,786
| -92% | -$38.4M | 0.09% | 193 |
|
|
2018
Q2 | $48.2M | Buy |
788,858
+52,756
| +7% | +$3.23M | 1.41% | 11 |
|
|
2018
Q1 | $40.8M | Buy |
736,102
+167,680
| +29% | +$9.29M | 1.24% | 12 |
|
|
2017
Q4 | $28.2M | Buy |
568,422
+550,922
| +3,148% | +$27.3M | 0.81% | 29 |
|
|
2017
Q3 | $763K | Buy |
+17,500
| New | +$763K | 0.03% | 203 |
|
|
2017
Q2 | – | Sell |
-252,000
| Closed | -$8.79M | – | 223 |
|
|
2017
Q1 | $8.79M | Buy |
+252,000
| New | +$8.79M | 0.32% | 84 |
|
|
2014
Q2 | – | Sell |
-919,398
| Closed | -$21.2M | – | 259 |
|
|
2014
Q1 | $21.2M | Buy |
919,398
+820,213
| +827% | +$18.9M | 0.68% | 34 |
|
|
2013
Q4 | $1.95M | Sell |
99,185
-255,950
| -72% | -$5.03M | 0.08% | 166 |
|
|
2013
Q3 | $5.86M | Buy |
+355,135
| New | +$5.86M | 0.26% | 114 |
|