NAM
ETFC

Nissay Asset Management’s E*Trade Financial Corporation ETFC Stock Holding History

Nissay Asset 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
2020
Q4 		– Sell
-22,042
Closed -$1.1M – 753
2020
Q3 		$1.1M Buy
22,042
+567
+3% +$29.6K 0.02% 507
2020
Q2 		$1.07M Buy
21,475
+1,606
+8% +$69.2K 0.02% 502
2020
Q1 		$682K Sell
19,869
-155
-0.8% -$6.55K 0.02% 518
2019
Q4 		$908K Buy
20,024
+103
+0.5% +$4.4K 0.02% 552
2019
Q3 		$870K Sell
19,921
-19,108
-49% -$846K 0.02% 534
2019
Q2 		$1.74M Sell
39,029
-1,668
-4% -$79.7K 0.04% 385
2019
Q1 		$1.89M Sell
40,697
-3,460
-8% -$165K 0.05% 362
2018
Q4 		$1.94M Sell
44,157
-895
-2% -$43.9K 0.06% 339
2018
Q3 		$2.36M Buy
45,052
+1,096
+2% +$64.3K 0.06% 333
2018
Q2 		$2.69M Buy
43,956
+24,390
+125% +$1.51M 0.08% 309
2018
Q1 		$1.08M Sell
19,566
-32
-0.2% -$1.71K 0.03% 416
2017
Q4 		$971K Buy
+19,598
New +$900K 0.03% 435

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

Nissay Asset Management's ETFC Position: Q4 2020 in Review

Nissay Asset Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 22,042 shares — an estimated $1.1M sold.

Nissay Asset Management first reported a position in ETFC in Q4 2017 and held it in 12 quarters. The position peaked at $2.69M in Q2 2018. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Nissay Asset Management reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Nissay Asset Management sold 22,042 E*Trade Financial Corporation shares in Q4 2020, an estimated $1.1M.
  • Nissay Asset Management first reported a position in E*Trade Financial Corporation in Q4 2017 and held it in 12 quarters.
  • Nissay Asset Management's E*Trade Financial Corporation position peaked at $2.69M in Q2 2018.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Nissay Asset Management's 13F filing for Q4 2020, filed 8 Feb 2021.