SIM
ETFC

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

SSI 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
2018
Q4 		– Sell
-4,157
Closed -$218K – 287
2018
Q3 		$218K Sell
4,157
-19
-0.5% -$1.11K 0.02% 285
2018
Q2 		$253K Sell
4,176
-320
-7% -$19.8K 0.02% 258
2018
Q1 		$248K Sell
4,496
-71
-2% -$3.79K 0.02% 277
2017
Q4 		$227K Buy
+4,567
New +$210K 0.02% 291
2013
Q4 		– Sell
-22,840
Closed -$377K – 436
2013
Q3 		$377K Sell
22,840
-10,560
-32% -$158K 0.03% 347
2013
Q2 		$424K Buy
+33,400
New +$368K 0.04% 319

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SSI Investment Management's ETFC Position: Q4 2018 in Review

SSI Investment Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2018, closing a stake of 4,157 shares — an estimated $218K sold.

SSI Investment Management first reported a position in ETFC in Q2 2013 and held it in 6 quarters. The position peaked at $424K in Q2 2013. 527 funds tracked by Wall St. Rank hold ETFC as of Q4 2018.

  • SSI Investment Management reported no remaining E*Trade Financial Corporation position as of Q4 2018 after selling out during the quarter.
  • SSI Investment Management sold 4,157 E*Trade Financial Corporation shares in Q4 2018, an estimated $218K.
  • SSI Investment Management first reported a position in E*Trade Financial Corporation in Q2 2013 and held it in 6 quarters.
  • SSI Investment Management's E*Trade Financial Corporation position peaked at $424K in Q2 2013.
  • 527 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2018.

Based on SSI Investment Management's 13F filing for Q4 2018, filed 8 Feb 2019.