NCM
ETFC

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

Neumann 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
2016
Q3 		– Sell
-28,500
Closed -$670K – 74
2016
Q2 		$670K Sell
28,500
-1,000
-3% -$25.4K 0.45% 53
2016
Q1 		$723K Hold
29,500
– – 0.48% 52
2015
Q4 		$874K Sell
29,500
-5,000
-14% -$144K 0.61% 51
2015
Q3 		$908K Hold
34,500
– – 0.65% 46
2015
Q2 		$1.03M Sell
34,500
-112
-0.3% -$3.29K 0.66% 48
2015
Q1 		$988K Hold
34,612
– – 0.63% 49
2014
Q4 		$840K Buy
+34,612
New +$775K 0.55% 53

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