NCCM
ETFC

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

Nine Chapters 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
2014
Q3 		– Sell
-10,400
Closed -$221K – 1238
2014
Q2 		$221K Buy
+10,400
New +$219K 0.02% 804
2013
Q4 		– Sell
-28,700
Closed -$474K – 987
2013
Q3 		$474K Buy
+28,700
New +$428K 0.06% 439

Other funds holding ETFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return

Nine Chapters Capital Management's ETFC Position: Q3 2014 in Review

Nine Chapters Capital Management sold out of E*Trade Financial Corporation (ETFC) in Q3 2014, closing a stake of 10,400 shares — an estimated $221K sold.

Nine Chapters Capital Management first reported a position in ETFC in Q3 2013 and held it in 2 quarters. The position peaked at $474K in Q3 2013. 321 funds tracked by Wall St. Rank hold ETFC as of Q3 2014.

  • Nine Chapters Capital Management reported no remaining E*Trade Financial Corporation position as of Q3 2014 after selling out during the quarter.
  • Nine Chapters Capital Management sold 10,400 E*Trade Financial Corporation shares in Q3 2014, an estimated $221K.
  • Nine Chapters Capital Management first reported a position in E*Trade Financial Corporation in Q3 2013 and held it in 2 quarters.
  • Nine Chapters Capital Management's E*Trade Financial Corporation position peaked at $474K in Q3 2013.
  • 321 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2014.

Based on Nine Chapters Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.