River Global Investors’s E*Trade Financial Corporation ETFC Stock Holding History

River Global Investors’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
2016 Q3	–	Sell	-25,899	Closed	-$608K	–	135
2016 Q2	$608K	Sell	25,899 -5,301	-17%	-$134K	0.26%	70
2016 Q1	$763K	Sell	31,200 -5,100	-14%	-$123K	0.49%	67
2015 Q4	$1.07M	Buy	+36,300	New	+$1.04M	0.73%	50
2015 Q2	$1.03M	Sell	34,500 -13,000	-27%	-$382K	1.31%	20
2015 Q1	$1.36M	Hold	47,500	–	–	0.51%	32
2014 Q4	$1.15M	Sell	47,500 -5,000	-10%	-$112K	0.28%	46
2014 Q3	$1.19M	Sell	52,500 -8,500	-14%	-$187K	0.23%	41
2014 Q2	$1.3M	Buy	61,000 +17,500	+40%	+$368K	0.34%	47
2014 Q1	$1M	Hold	43,500	–	–	0.23%	51
2013 Q4	$854K	Hold	43,500	–	–	0.21%	52
2013 Q3	$717K	Buy	43,500 +16,500	+61%	+$246K	0.16%	50
2013 Q2	$341K	Buy	+27,000	New	+$298K	0.06%	67

Other funds holding ETFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

River Global Investors's ETFC Position: Q3 2016 in Review

River Global Investors sold out of E*Trade Financial Corporation (ETFC) in Q3 2016, closing a stake of 25,899 shares — an estimated $608K sold.

River Global Investors first reported a position in ETFC in Q2 2013 and held it in 12 quarters. The position peaked at $1.36M in Q1 2015. 360 funds tracked by Wall St. Rank hold ETFC as of Q3 2016.

River Global Investors reported no remaining E*Trade Financial Corporation position as of Q3 2016 after selling out during the quarter.
River Global Investors sold 25,899 E*Trade Financial Corporation shares in Q3 2016, an estimated $608K.
River Global Investors first reported a position in E*Trade Financial Corporation in Q2 2013 and held it in 12 quarters.
River Global Investors's E*Trade Financial Corporation position peaked at $1.36M in Q1 2015.
360 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2016.

Based on River Global Investors's 13F filing for Q3 2016, filed 27 Mar 2017.