K.J. Harrison & Partners’s E*Trade Financial Corporation ETFC Stock Holding History

K.J. Harrison & Partners’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 Q2	–	Sell	-10,000	Closed	-$343K	–	219
2020 Q1	$343K	Buy	10,000 +4,000	+67%	+$169K	0.19%	92
2019 Q4	$272K	Buy	+6,000	New	+$256K	0.07%	167
2016 Q4	–	Sell	-58,000	Closed	-$1.69M	–	244
2016 Q3	$1.69M	Buy	58,000 +1,000	+2%	+$25.8K	0.8%	36
2016 Q2	$1.34M	Buy	57,000 +38,000	+200%	+$964K	0.72%	48
2016 Q1	$465K	Buy	19,000 +9,000	+90%	+$218K	0.25%	109
2015 Q4	$296K	Buy	+10,000	New	+$287K	0.13%	132
2014 Q2	–	Sell	-192,500	Closed	-$4.41M	–	167
2014 Q1	$4.41M	Sell	192,500 -68,100	-26%	-$1.49M	1.31%	26
2013 Q4	$5.44M	Buy	260,600 +32,000	+14%	+$569K	1.6%	20
2013 Q3	$3.77M	Sell	228,600 -181,000	-44%	-$2.7M	1.37%	28
2013 Q2	$5.19M	Buy	+409,600	New	+$4.52M	2.08%	16

Other funds holding ETFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

K.J. Harrison & Partners's ETFC Position: Q2 2020 in Review

K.J. Harrison & Partners sold out of E*Trade Financial Corporation (ETFC) in Q2 2020, closing a stake of 10,000 shares — an estimated $343K sold.

K.J. Harrison & Partners first reported a position in ETFC in Q2 2013 and held it in 10 quarters. The position peaked at $5.44M in Q4 2013. 410 funds tracked by Wall St. Rank hold ETFC as of Q2 2020.

K.J. Harrison & Partners reported no remaining E*Trade Financial Corporation position as of Q2 2020 after selling out during the quarter.
K.J. Harrison & Partners sold 10,000 E*Trade Financial Corporation shares in Q2 2020, an estimated $343K.
K.J. Harrison & Partners first reported a position in E*Trade Financial Corporation in Q2 2013 and held it in 10 quarters.
K.J. Harrison & Partners's E*Trade Financial Corporation position peaked at $5.44M in Q4 2013.
410 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2020.

Based on K.J. Harrison & Partners's 13F filing for Q2 2020, filed 3 Aug 2020.