JIM
ETFC

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

Jupiter Investment 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
2017
Q4 		– Sell
-159
Closed -$6K – 455
2017
Q3 		$6K Sell
159
-3,077
-95% -$125K ﹤0.01% 342
2017
Q2 		$123K Sell
3,236
-712,869
-100% -$25.2M ﹤0.01% 360
2017
Q1 		$25M Buy
+716,105
New +$25.7M 0.35% 77
2014
Q3 		– Sell
-60,112
Closed -$1.28M – 416
2014
Q2 		$1.28M Buy
+60,112
New +$1.26M 0.07% 208

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jupiter Investment Management's ETFC Position: Q4 2017 in Review

Jupiter Investment Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2017, closing a stake of 159 shares — an estimated $6K sold.

Jupiter Investment Management first reported a position in ETFC in Q2 2014 and held it in 4 quarters. The position peaked at $25M in Q1 2017. 492 funds tracked by Wall St. Rank hold ETFC as of Q4 2017.

  • Jupiter Investment Management reported no remaining E*Trade Financial Corporation position as of Q4 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 159 E*Trade Financial Corporation shares in Q4 2017, an estimated $6K.
  • Jupiter Investment Management first reported a position in E*Trade Financial Corporation in Q2 2014 and held it in 4 quarters.
  • Jupiter Investment Management's E*Trade Financial Corporation position peaked at $25M in Q1 2017.
  • 492 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2017.

Based on Jupiter Investment Management's 13F filing for Q4 2017, filed 8 Feb 2018.