Northwestern Mutual Wealth Management’s E*Trade Financial Corporation ETFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,498
| Closed | -$75K | – | 2974 |
|
|
2020
Q3 | $75K | Sell |
1,498
-328
| -18% | -$17.1K | ﹤0.01% | 1377 |
|
|
2020
Q2 | $91K | Sell |
1,826
-643
| -26% | -$27.7K | ﹤0.01% | 1245 |
|
|
2020
Q1 | $84K | Buy |
2,469
+772
| +45% | +$32.6K | ﹤0.01% | 1175 |
|
|
2019
Q4 | $77K | Sell |
1,697
-138
| -8% | -$5.89K | ﹤0.01% | 1290 |
|
|
2019
Q3 | $80K | Sell |
1,835
-1,406
| -43% | -$62.2K | ﹤0.01% | 1243 |
|
|
2019
Q2 | $145K | Sell |
3,241
-18
| -0.6% | -$860 | ﹤0.01% | 986 |
|
|
2019
Q1 | $151K | Sell |
3,259
-12,468
| -79% | -$594K | ﹤0.01% | 946 |
|
|
2018
Q4 | $690K | Buy |
15,727
+783
| +5% | +$38.4K | ﹤0.01% | 494 |
|
|
2018
Q3 | $876K | Sell |
14,944
-106
| -0.7% | -$6.22K | ﹤0.01% | 453 |
|
|
2018
Q2 | $920K | Buy |
15,050
+10,865
| +260% | +$673K | 0.01% | 433 |
|
|
2018
Q1 | $232K | Buy |
4,185
+3,920
| +1,479% | +$209K | ﹤0.01% | 706 |
|
|
2017
Q4 | $13K | Buy |
265
+228
| +616% | +$10.5K | ﹤0.01% | 1660 |
|
|
2017
Q3 | $2K | Buy |
+37
| New | +$1.5K | ﹤0.01% | 2026 |
|
|
2017
Q2 | – | Sell |
-75
| Closed | -$3K | – | 2220 |
|
|
2017
Q1 | $3K | Sell |
75
-95
| -56% | -$3.41K | ﹤0.01% | 1822 |
|
|
2016
Q4 | $6K | Hold |
170
| – | – | ﹤0.01% | 1812 |
|
|
2016
Q3 | $5K | Sell |
170
-27,166
| -99% | -$702K | ﹤0.01% | 1765 |
|
|
2016
Q2 | $640K | Buy |
27,336
+50
| +0.2% | +$1.27K | 0.01% | 364 |
|
|
2016
Q1 | $676K | Buy |
27,286
+14,091
| +107% | +$341K | 0.01% | 339 |
|
|
2015
Q4 | $391K | Buy |
13,195
+12,980
| +6,037% | +$373K | 0.01% | 396 |
|
|
2015
Q3 | $6K | Buy |
215
+14
| +7% | +$388 | ﹤0.01% | 1226 |
|
|
2015
Q2 | $6K | Hold |
201
| – | – | ﹤0.01% | 1111 |
|
|
2015
Q1 | $6K | Hold |
201
| – | – | ﹤0.01% | 1166 |
|
|
2014
Q4 | $5K | Hold |
201
| – | – | ﹤0.01% | 1314 |
|
|
2014
Q3 | $5K | Hold |
201
| – | – | ﹤0.01% | 1043 |
|
|
2014
Q2 | $4K | Hold |
201
| – | – | ﹤0.01% | 1068 |
|
|
2014
Q1 | $5K | Hold |
201
| – | – | ﹤0.01% | 999 |
|
|
2013
Q4 | $4K | Buy |
+201
| New | +$3.57K | ﹤0.01% | 1129 |
|
Other funds holding ETFC
Northwestern Mutual Wealth Management's ETFC Position: Q4 2020 in Review
Northwestern Mutual Wealth Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 1,498 shares — an estimated $75K sold.
Northwestern Mutual Wealth Management first reported a position in ETFC in Q4 2013 and held it in 27 quarters. The position peaked at $920K in Q2 2018. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.
- Northwestern Mutual Wealth Management reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
- Northwestern Mutual Wealth Management sold 1,498 E*Trade Financial Corporation shares in Q4 2020, an estimated $75K.
- Northwestern Mutual Wealth Management first reported a position in E*Trade Financial Corporation in Q4 2013 and held it in 27 quarters.
- Northwestern Mutual Wealth Management's E*Trade Financial Corporation position peaked at $920K in Q2 2018.
- 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.
Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.