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

Rockefeller 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 Q4	–	Sell	-366	Closed	-$18K	–	3101
2020 Q3	$18K	Sell	366 -453	-55%	-$23.6K	﹤0.01%	1839
2020 Q2	$41K	Sell	819 -213	-21%	-$9.18K	﹤0.01%	1462
2020 Q1	$35K	Buy	1,032 +159	+18%	+$6.72K	﹤0.01%	1346
2019 Q4	$40K	Hold	873	–	–	﹤0.01%	1207
2019 Q3	$38K	Buy	873 +143	+20%	+$6.33K	﹤0.01%	1056
2019 Q2	$32K	Sell	730 -272	-27%	-$13K	﹤0.01%	910
2019 Q1	$47K	Buy	1,002 +296	+42%	+$14.1K	﹤0.01%	940
2018 Q4	$31K	Hold	706	–	–	﹤0.01%	572
2018 Q3	$37K	Hold	706	–	–	﹤0.01%	463
2018 Q2	$43K	Hold	706	–	–	﹤0.01%	467
2018 Q1	$39K	Buy	+706	New	+$37.6K	﹤0.01%	427

Other funds holding ETFC

CIC

Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Rockefeller Capital Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 366 shares — an estimated $18K sold.

Rockefeller Capital Management first reported a position in ETFC in Q1 2018 and held it in 11 quarters. The position peaked at $47K in Q1 2019. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

Rockefeller Capital Management reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
Rockefeller Capital Management sold 366 E*Trade Financial Corporation shares in Q4 2020, an estimated $18K.
Rockefeller Capital Management first reported a position in E*Trade Financial Corporation in Q1 2018 and held it in 11 quarters.
Rockefeller Capital Management's E*Trade Financial Corporation position peaked at $47K in Q1 2019.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Rockefeller Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.