LMGAM
ETFC

Liberty Mutual Group Asset Management’s E*Trade Financial Corporation ETFC Stock Holding History

Liberty Mutual Group 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
2018
Q4 		– Sell
-10,549
Closed -$553K – 889
2018
Q3 		$553K Hold
10,549
– – 0.01% 698
2018
Q2 		$645K Sell
10,549
-414
-4% -$25.6K 0.02% 612
2018
Q1 		$607K Hold
10,963
– – 0.02% 623
2017
Q4 		$543K Sell
10,963
-1,010
-8% -$46.4K 0.02% 744
2017
Q3 		$522K Sell
11,973
-4,995
-29% -$203K 0.03% 747
2017
Q2 		$644K Sell
16,968
-191
-1% -$6.75K 0.03% 808
2017
Q1 		$599K Sell
17,159
-3,082
-15% -$111K 0.02% 824
2016
Q4 		$702K Buy
20,241
+3,474
+21% +$111K 0.03% 837
2016
Q3 		$488K Sell
16,767
-4,399
-21% -$114K 0.02% 901
2016
Q2 		$497K Buy
21,166
+1,531
+8% +$38.8K 0.02% 900
2016
Q1 		$481K Buy
19,635
+2,602
+15% +$63K 0.02% 886
2015
Q4 		$505K Sell
17,033
-35,997
-68% -$1.03M 0.02% 852
2015
Q3 		$1.4M Sell
53,030
-707
-1% -$19.6K 0.05% 706
2015
Q2 		$1.61M Sell
53,737
-15,657
-23% -$460K 0.06% 623
2015
Q1 		$1.98M Sell
69,394
-11,095
-14% -$283K 0.06% 594
2014
Q4 		$1.95M Buy
80,489
+2,832
+4% +$63.4K 0.06% 579
2014
Q3 		$1.75M Sell
77,657
-3,679
-5% -$80.7K 0.06% 573
2014
Q2 		$1.73M Buy
81,336
+1,271
+2% +$26.7K 0.05% 654
2014
Q1 		$1.84M Buy
80,065
+15,203
+23% +$333K 0.06% 518
2013
Q4 		$1.27M Buy
64,862
+47,604
+276% +$846K 0.04% 672
2013
Q3 		$285K Buy
17,258
+3,615
+26% +$53.9K 0.01% 1001
2013
Q2 		$172K Buy
+13,643
New +$150K 0.01% 996

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Liberty Mutual Group Asset Management's ETFC Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2018, closing a stake of 10,549 shares — an estimated $553K sold.

Liberty Mutual Group Asset Management first reported a position in ETFC in Q2 2013 and held it in 22 quarters. The position peaked at $1.98M in Q1 2015. 527 funds tracked by Wall St. Rank hold ETFC as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining E*Trade Financial Corporation position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 10,549 E*Trade Financial Corporation shares in Q4 2018, an estimated $553K.
  • Liberty Mutual Group Asset Management first reported a position in E*Trade Financial Corporation in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's E*Trade Financial Corporation position peaked at $1.98M in Q1 2015.
  • 527 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.