Massachusetts Financial Services
ETFC

Massachusetts Financial Services’s E*Trade Financial Corporation ETFC Stock Holding History

Massachusetts Financial Services’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
Q4 		– Sell
-1,018,669
Closed -$51M – 943
2020
Q3 		$51M Buy
1,018,669
+14,293
+1% +$746K 0.02% 428
2020
Q2 		$49.9M Sell
1,004,376
-16,301
-2% -$702K 0.02% 418
2020
Q1 		$35M Buy
1,020,677
+435,630
+74% +$18.4M 0.02% 426
2019
Q4 		$26.5M Buy
585,047
+533,270
+1,030% +$22.8M 0.01% 501
2019
Q3 		$2.26M Buy
51,777
+198
+0.4% +$8.77K ﹤0.01% 711
2019
Q2 		$2.3M Sell
51,579
-490,577
-90% -$23.4M ﹤0.01% 715
2019
Q1 		$25.2M Sell
542,156
-171,625
-24% -$8.17M 0.01% 497
2018
Q4 		$31.3M Sell
713,781
-108,215
-13% -$5.3M 0.02% 443
2018
Q3 		$43.1M Sell
821,996
-13,000
-2% -$763K 0.02% 423
2018
Q2 		$51.1M Buy
834,996
+27,029
+3% +$1.67M 0.02% 390
2018
Q1 		$44.8M Buy
807,967
+368,456
+84% +$19.6M 0.02% 400
2017
Q4 		$21.8M Buy
+439,511
New +$20.2M 0.01% 501

Other funds holding ETFC

CIC
Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Massachusetts Financial Services's ETFC Position: Q4 2020 in Review

Massachusetts Financial Services sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 1,018,669 shares — an estimated $51M sold.

Massachusetts Financial Services first reported a position in ETFC in Q4 2017 and held it in 12 quarters. The position peaked at $51.1M in Q2 2018. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Massachusetts Financial Services reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Massachusetts Financial Services sold 1,018,669 E*Trade Financial Corporation shares in Q4 2020, an estimated $51M.
  • Massachusetts Financial Services first reported a position in E*Trade Financial Corporation in Q4 2017 and held it in 12 quarters.
  • Massachusetts Financial Services's E*Trade Financial Corporation position peaked at $51.1M in Q2 2018.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Massachusetts Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.