PIP
ETFC

Palisades Investment Partners’s E*Trade Financial Corporation ETFC Stock Holding History

Palisades Investment Partners’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
Q2 		$253K Sell
11,900
-8,200
-41% -$172K 0.45% 79
2014
Q1 		$463K Buy
+20,100
New +$440K 0.5% 69

Other funds holding ETFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Palisades Investment Partners's ETFC Position: Q2 2014 in Review

Palisades Investment Partners reduced its E*Trade Financial Corporation (ETFC) stake by 41% in Q2 2014, selling an estimated $172K and leaving 11,900 shares worth $253K. The position accounts for 0.45% of the portfolio, ranked #79.

Palisades Investment Partners first reported a position in ETFC in Q1 2014 and has held it in 2 quarters since. The position peaked at $463K in Q1 2014. 336 funds tracked by Wall St. Rank hold ETFC as of Q2 2014.

  • Palisades Investment Partners held 11,900 shares of E*Trade Financial Corporation worth $253K as of Q2 2014.
  • Palisades Investment Partners sold 8,200 E*Trade Financial Corporation shares in Q2 2014, an estimated $172K.
  • E*Trade Financial Corporation made up 0.45% of Palisades Investment Partners's portfolio in Q2 2014, its #79 holding.
  • Palisades Investment Partners first reported a position in E*Trade Financial Corporation in Q1 2014 and has held it in 2 quarters since.
  • Palisades Investment Partners's E*Trade Financial Corporation position peaked at $463K in Q1 2014.
  • 336 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2014.

Based on Palisades Investment Partners's 13F filing for Q2 2014, filed 28 Jul 2014.