Principal Financial Group
ETFC

Principal Financial Group’s E*Trade Financial Corporation ETFC Stock Holding History

Principal Financial Group’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
-327,664
Closed -$16.4M – 2502
2020
Q3 		$16.4M Sell
327,664
-15,973
-5% -$833K 0.01% 772
2020
Q2 		$17.1M Buy
343,637
+6,534
+2% +$281K 0.02% 736
2020
Q1 		$11.6M Buy
337,103
+507
+0.2% +$21.4K 0.01% 821
2019
Q4 		$15.3M Sell
336,596
-35,478
-10% -$1.52M 0.01% 1003
2019
Q3 		$16.3M Buy
372,074
+5,813
+2% +$257K 0.01% 922
2019
Q2 		$16.3M Sell
366,261
-4,160
-1% -$199K 0.01% 925
2019
Q1 		$17.2M Sell
370,421
-11,318
-3% -$539K 0.02% 889
2018
Q4 		$16.8M Sell
381,739
-13,556
-3% -$664K 0.02% 820
2018
Q3 		$20.7M Sell
395,295
-23,529
-6% -$1.38M 0.02% 837
2018
Q2 		$25.6M Buy
418,824
+8,844
+2% +$547K 0.02% 668
2018
Q1 		$22.7M Sell
409,980
-9,592
-2% -$511K 0.02% 714
2017
Q4 		$20.8M Buy
419,572
+2,349
+0.6% +$108K 0.02% 790
2017
Q3 		$18.2M Sell
417,223
-3,037
-0.7% -$123K 0.02% 846
2017
Q2 		$16M Sell
420,260
-10,665
-2% -$377K 0.02% 924
2017
Q1 		$15M Buy
430,925
+15,917
+4% +$571K 0.02% 909
2016
Q4 		$14.4M Buy
415,008
+13,148
+3% +$420K 0.02% 926
2016
Q3 		$11.7M Sell
401,860
-6,399
-2% -$165K 0.02% 1016
2016
Q2 		$9.59M Sell
408,259
-4,241
-1% -$108K 0.01% 1075
2016
Q1 		$10.1M Sell
412,500
-5,294
-1% -$128K 0.01% 994
2015
Q4 		$12.4M Buy
417,794
+11,999
+3% +$345K 0.02% 824
2015
Q3 		$10.7M Buy
405,795
+8,671
+2% +$240K 0.02% 878
2015
Q2 		$11.9M Buy
397,124
+4,998
+1% +$147K 0.02% 884
2015
Q1 		$11.2M Buy
392,126
+18,167
+5% +$463K 0.02% 901
2014
Q4 		$9.07M Buy
373,959
+22,167
+6% +$497K 0.01% 1033
2014
Q3 		$7.95M Buy
351,792
+3,503
+1% +$76.9K 0.01% 1046
2014
Q2 		$7.41M Sell
348,289
-30,695
-8% -$645K 0.01% 1144
2014
Q1 		$8.72M Sell
378,984
-25,296
-6% -$554K 0.02% 1005
2013
Q4 		$7.94M Buy
404,280
+49,590
+14% +$881K 0.01% 1035
2013
Q3 		$5.85M Buy
354,690
+65,808
+23% +$982K 0.01% 1154
2013
Q2 		$3.66M Buy
+288,882
New +$3.19M 0.01% 1377

Other funds holding ETFC

CIC
Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Principal Financial Group's ETFC Position: Q4 2020 in Review

Principal Financial Group sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 327,664 shares — an estimated $16.4M sold.

Principal Financial Group first reported a position in ETFC in Q2 2013 and held it in 30 quarters. The position peaked at $25.6M in Q2 2018. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Principal Financial Group reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Principal Financial Group sold 327,664 E*Trade Financial Corporation shares in Q4 2020, an estimated $16.4M.
  • Principal Financial Group first reported a position in E*Trade Financial Corporation in Q2 2013 and held it in 30 quarters.
  • Principal Financial Group's E*Trade Financial Corporation position peaked at $25.6M in Q2 2018.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Principal Financial Group's 13F filing for Q4 2020, filed 8 Feb 2021.