PSP
ETFC

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

Principal Street 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
2019
Q4 		– Sell
-23,095
Closed -$1M – 212
2019
Q3 		$1M Buy
23,095
+1,598
+7% +$70.7K 0.25% 70
2019
Q2 		$959K Buy
21,497
+8,537
+66% +$408K 0.53% 63
2019
Q1 		$602K Buy
+12,960
New +$617K 0.26% 55

Other funds holding ETFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Principal Street Partners's ETFC Position: Q4 2019 in Review

Principal Street Partners sold out of E*Trade Financial Corporation (ETFC) in Q4 2019, closing a stake of 23,095 shares — an estimated $1M sold.

Principal Street Partners first reported a position in ETFC in Q1 2019 and held it in 3 quarters. The position peaked at $1M in Q3 2019. 475 funds tracked by Wall St. Rank hold ETFC as of Q4 2019.

  • Principal Street Partners reported no remaining E*Trade Financial Corporation position as of Q4 2019 after selling out during the quarter.
  • Principal Street Partners sold 23,095 E*Trade Financial Corporation shares in Q4 2019, an estimated $1M.
  • Principal Street Partners first reported a position in E*Trade Financial Corporation in Q1 2019 and held it in 3 quarters.
  • Principal Street Partners's E*Trade Financial Corporation position peaked at $1M in Q3 2019.
  • 475 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2019.

Based on Principal Street Partners's 13F filing for Q4 2019, filed 4 Mar 2020.