SCM
ETFC

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

Stux 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
2014
Q2 		$534K Buy
25,100
+13,000
+107% +$273K 0.07% 307
2014
Q1 		$279K Sell
12,100
-4,400
-27% -$96.4K 0.03% 372
2013
Q4 		$324K Buy
+16,500
New +$293K 0.04% 332

Other funds holding ETFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Stux Capital Management's ETFC Position: Q2 2014 in Review

Stux Capital Management increased its E*Trade Financial Corporation (ETFC) stake by 107% in Q2 2014, buying an estimated $273K and bringing the position to 25,100 shares worth $534K. The position accounts for 0.07% of the portfolio, ranked #307.

Stux Capital Management first reported a position in ETFC in Q4 2013 and has held it in 3 quarters since. 336 funds tracked by Wall St. Rank hold ETFC as of Q2 2014.

  • Stux Capital Management held 25,100 shares of E*Trade Financial Corporation worth $534K as of Q2 2014.
  • Stux Capital Management bought 13,000 E*Trade Financial Corporation shares in Q2 2014, an estimated $273K.
  • E*Trade Financial Corporation made up 0.07% of Stux Capital Management's portfolio in Q2 2014, its #307 holding.
  • Stux Capital Management first reported a position in E*Trade Financial Corporation in Q4 2013 and has held it in 3 quarters since.
  • 336 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.