New England Research & Management’s E*Trade Financial Corporation ETFC Stock Holding History

New England Research & 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 Q2	–	Sell	-10,900	Closed	-$506K	–	188
2019 Q1	$506K	Buy	+10,900	New	+$519K	0.34%	95
2018 Q2	–	Sell	-17,245	Closed	-$956K	–	184
2018 Q1	$956K	Sell	17,245 -1,300	-7%	-$69.3K	0.64%	64
2017 Q4	$919K	Buy	18,545 +9,850	+113%	+$452K	0.66%	58
2017 Q3	$379K	Buy	+8,695	New	+$353K	0.28%	102

Other funds holding ETFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New England Research & Management's ETFC Position: Q2 2019 in Review

New England Research & Management sold out of E*Trade Financial Corporation (ETFC) in Q2 2019, closing a stake of 10,900 shares — an estimated $506K sold.

New England Research & Management first reported a position in ETFC in Q3 2017 and held it in 4 quarters. The position peaked at $956K in Q1 2018. 514 funds tracked by Wall St. Rank hold ETFC as of Q2 2019.

New England Research & Management reported no remaining E*Trade Financial Corporation position as of Q2 2019 after selling out during the quarter.
New England Research & Management sold 10,900 E*Trade Financial Corporation shares in Q2 2019, an estimated $506K.
New England Research & Management first reported a position in E*Trade Financial Corporation in Q3 2017 and held it in 4 quarters.
New England Research & Management's E*Trade Financial Corporation position peaked at $956K in Q1 2018.
514 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2019.

Based on New England Research & Management's 13F filing for Q2 2019, filed 9 Jul 2019.