PCM
ETFC

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

Prelude 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
2020
Q1 		– Sell
-6,800
Closed -$309K – 2273
2019
Q4 		$309K Sell
6,800
-100
-1% -$4.27K 0.01% 719
2019
Q3 		$301K Buy
6,900
+6,200
+886% +$274K 0.01% 657
2019
Q2 		$31K Sell
700
-5,700
-89% -$272K ﹤0.01% 1218
2019
Q1 		$297K Buy
+6,400
New +$305K 0.02% 609
2018
Q4 		– Sell
-2,100
Closed -$110K – 2323
2018
Q3 		$110K Buy
+2,100
New +$123K 0.01% 934
2016
Q1 		– Sell
-24,800
Closed -$735K – 1629
2015
Q4 		$735K Buy
24,800
+14,800
+148% +$425K 0.11% 205
2015
Q3 		$263K Hold
10,000
– – 0.04% 480
2015
Q2 		$300K Buy
+10,000
New +$294K 0.04% 455

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

Prelude Capital Management's ETFC Position: Q4 2020 in Review

Prelude Capital Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 44,050 shares — an estimated $2.21M sold.

Prelude Capital Management first reported a position in ETFC in Q3 2013 and held it in 18 quarters. The position peaked at $2.21M in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Prelude Capital Management reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Prelude Capital Management sold 44,050 E*Trade Financial Corporation shares in Q4 2020, an estimated $2.21M.
  • Prelude Capital Management first reported a position in E*Trade Financial Corporation in Q3 2013 and held it in 18 quarters.
  • Prelude Capital Management's E*Trade Financial Corporation position peaked at $2.21M in Q3 2020.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Prelude Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.