SCA
ETFC

Stonebridge Capital Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

Stonebridge Capital Advisors’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
-525
Closed -$26K – 796
2020
Q2 		$26K Buy
525
+225
+75% +$9.69K ﹤0.01% 363
2020
Q1 		$10K Hold
300
– – ﹤0.01% 493
2019
Q4 		$14K Hold
300
– – ﹤0.01% 514
2019
Q3 		$13K Sell
300
-37
-11% -$1.64K ﹤0.01% 526
2019
Q2 		$15K Buy
+337
New +$16.1K ﹤0.01% 517

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

Stonebridge Capital Advisors's ETFC Position: Q3 2020 in Review

Stonebridge Capital Advisors sold out of E*Trade Financial Corporation (ETFC) in Q3 2020, closing a stake of 525 shares — an estimated $26K sold.

Stonebridge Capital Advisors first reported a position in ETFC in Q2 2019 and held it in 5 quarters. The position peaked at $26K in Q2 2020. 414 funds tracked by Wall St. Rank hold ETFC as of Q3 2020.

  • Stonebridge Capital Advisors reported no remaining E*Trade Financial Corporation position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 525 E*Trade Financial Corporation shares in Q3 2020, an estimated $26K.
  • Stonebridge Capital Advisors first reported a position in E*Trade Financial Corporation in Q2 2019 and held it in 5 quarters.
  • Stonebridge Capital Advisors's E*Trade Financial Corporation position peaked at $26K in Q2 2020.
  • 414 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2020.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2020, filed 18 Nov 2020.