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

SevenBridge 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
2019 Q3	–	Sell	-1,000	Closed	-$45K	–	636
2019 Q2	$45K	Hold	1,000	–	–	0.02%	305
2019 Q1	$46K	Hold	1,000	–	–	0.02%	253
2018 Q4	$44K	Hold	1,000	–	–	0.03%	218
2018 Q3	$52K	Hold	1,000	–	–	0.03%	227
2018 Q2	$61K	Hold	1,000	–	–	0.03%	217
2018 Q1	$55K	Hold	1,000	–	–	0.03%	229
2017 Q4	$50K	Hold	1,000	–	–	0.03%	250
2017 Q3	$44K	Hold	1,000	–	–	0.03%	273
2017 Q2	$38K	Hold	1,000	–	–	0.02%	297
2017 Q1	$35K	Hold	1,000	–	–	0.02%	302
2016 Q4	$28K	Hold	1,000	–	–	0.02%	320
2016 Q3	$28K	Hold	1,000	–	–	0.02%	319
2016 Q2	$23K	Buy	+1,000	New	+$25.4K	0.02%	399

Other funds holding ETFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SevenBridge Financial Group's ETFC Position: Q3 2019 in Review

SevenBridge Financial Group sold out of E*Trade Financial Corporation (ETFC) in Q3 2019, closing a stake of 1,000 shares — an estimated $45K sold.

SevenBridge Financial Group first reported a position in ETFC in Q2 2016 and held it in 13 quarters. The position peaked at $61K in Q2 2018. 471 funds tracked by Wall St. Rank hold ETFC as of Q3 2019.

SevenBridge Financial Group reported no remaining E*Trade Financial Corporation position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 1,000 E*Trade Financial Corporation shares in Q3 2019, an estimated $45K.
SevenBridge Financial Group first reported a position in E*Trade Financial Corporation in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's E*Trade Financial Corporation position peaked at $61K in Q2 2018.
471 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.