RIM
ETFC

Rampart Investment Management’s E*Trade Financial Corporation ETFC Stock Holding History

Rampart Investment 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
Q3 		– Sell
-1,702
Closed -$85K – 544
2020
Q2 		$85K Sell
1,702
-10
-0.6% -$431 0.01% 469
2020
Q1 		$59K Sell
1,712
-1,001
-37% -$42.3K 0.03% 421
2019
Q4 		$123K Sell
2,713
-80
-3% -$3.42K 0.02% 503
2019
Q3 		$122K Sell
2,793
-363
-12% -$16.1K 0.02% 491
2019
Q2 		$141K Buy
3,156
+848
+37% +$40.5K 0.02% 492
2019
Q1 		$107K Sell
2,308
-186
-7% -$8.86K 0.01% 506
2018
Q4 		$109K Sell
2,494
-11,515
-82% -$564K 0.03% 391
2018
Q3 		$139K Buy
14,009
+2,740
+24% +$161K 0.06% 331
2018
Q2 		$689K Sell
11,269
-4,700
-29% -$291K 0.07% 310
2018
Q1 		$885K Buy
15,969
+12,252
+330% +$653K 0.08% 263
2017
Q4 		$184K Buy
3,717
+364
+11% +$16.7K 0.07% 297
2017
Q3 		$146K Buy
3,353
+192
+6% +$7.8K 0.05% 390
2017
Q2 		$120K Buy
3,161
+2,406
+319% +$85.1K 0.04% 420
2017
Q1 		$26K Sell
755
-28,373
-97% -$1.02M 0.01% 415
2016
Q4 		$1.01M Sell
29,128
-95
-0.3% -$3.03K 0.37% 19
2016
Q3 		$851K Buy
+29,223
New +$755K 0.33% 16

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Rampart Investment Management's ETFC Position: Q3 2020 in Review

Rampart Investment Management sold out of E*Trade Financial Corporation (ETFC) in Q3 2020, closing a stake of 1,702 shares — an estimated $85K sold.

Rampart Investment Management first reported a position in ETFC in Q3 2016 and held it in 16 quarters. The position peaked at $1.01M in Q4 2016. 414 funds tracked by Wall St. Rank hold ETFC as of Q3 2020.

  • Rampart Investment Management reported no remaining E*Trade Financial Corporation position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 1,702 E*Trade Financial Corporation shares in Q3 2020, an estimated $85K.
  • Rampart Investment Management first reported a position in E*Trade Financial Corporation in Q3 2016 and held it in 16 quarters.
  • Rampart Investment Management's E*Trade Financial Corporation position peaked at $1.01M in Q4 2016.
  • 414 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.