NCM
ETFC

Nelson Capital Management’s E*Trade Financial Corporation ETFC Stock Holding History

Nelson Capital 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
2019
Q4 		– Sell
-1,354
Closed -$18K – 311
2019
Q3 		$18K Buy
+1,354
New +$59.9K ﹤0.01% 221

Other funds holding ETFC

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nelson Capital Management's ETFC Position: Q4 2019 in Review

Nelson Capital Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2019, closing a stake of 1,354 shares — an estimated $18K sold.

Nelson Capital Management first reported a position in ETFC in Q3 2019 and held it in 1 quarter. The position peaked at $18K in Q3 2019. 475 funds tracked by Wall St. Rank hold ETFC as of Q4 2019.

  • Nelson Capital Management reported no remaining E*Trade Financial Corporation position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 1,354 E*Trade Financial Corporation shares in Q4 2019, an estimated $18K.
  • Nelson Capital Management first reported a position in E*Trade Financial Corporation in Q3 2019 and held it in 1 quarter.
  • Nelson Capital Management's E*Trade Financial Corporation position peaked at $18K in Q3 2019.
  • 475 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.