Sumitomo Mitsui Trust Group
ETFC

Sumitomo Mitsui Trust Group’s E*Trade Financial Corporation ETFC Stock Holding History

Sumitomo Mitsui Trust 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
2020
Q4 		– Sell
-841,321
Closed -$42.1M – 1167
2020
Q3 		$42.1M Sell
841,321
-137,902
-14% -$7.19M 0.03% 536
2020
Q2 		$48.7M Sell
979,223
-278,494
-22% -$12M 0.03% 503
2020
Q1 		$43.2M Buy
1,257,717
+294,538
+31% +$12.4M 0.04% 478
2019
Q4 		$43.7M Sell
963,179
-36,830
-4% -$1.57M 0.03% 522
2019
Q3 		$43.7M Sell
1,000,009
-2,252
-0.2% -$99.7K 0.04% 485
2019
Q2 		$44.7M Sell
1,002,261
-43,636
-4% -$2.08M 0.04% 472
2019
Q1 		$48.6M Sell
1,045,897
-25,776
-2% -$1.23M 0.04% 436
2018
Q4 		$46.6M Buy
1,071,673
+151,688
+16% +$7.43M 0.05% 400
2018
Q3 		$48.2M Buy
919,985
+49,806
+6% +$2.92M 0.05% 393
2018
Q2 		$53.2M Buy
870,179
+28,324
+3% +$1.75M 0.06% 341
2018
Q1 		$46.6M Buy
841,855
+84,781
+11% +$4.52M 0.06% 349
2017
Q4 		$37.5M Buy
757,074
+200
+0% +$9.18K 0.05% 421
2017
Q3 		$33M Sell
756,874
-35,061
-4% -$1.42M 0.05% 430
2017
Q2 		$30.1M Buy
791,935
+51,316
+7% +$1.81M 0.04% 451
2017
Q1 		$25.8M Buy
740,619
+3,205
+0.4% +$115K 0.04% 491
2016
Q4 		$25.6M Sell
737,414
-23,471
-3% -$749K 0.04% 479
2016
Q3 		$22.2M Sell
760,885
-5,995
-0.8% -$155K 0.04% 518
2016
Q2 		$18M Sell
766,880
-16,763
-2% -$425K 0.03% 550
2016
Q1 		$19.2M Buy
783,643
+25,776
+3% +$624K 0.03% 538
2015
Q4 		$22.7M Buy
757,867
+3,414
+0.5% +$98.1K 0.04% 479
2015
Q3 		$19.9M Buy
754,453
+57,543
+8% +$1.6M 0.04% 509
2015
Q2 		$20.9M Buy
+696,910
New +$20.5M 0.04% 525

Other funds holding ETFC

CIC
Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group's ETFC Position: Q4 2020 in Review

Sumitomo Mitsui Trust Group sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 841,321 shares — an estimated $42.1M sold.

Sumitomo Mitsui Trust Group first reported a position in ETFC in Q2 2015 and held it in 22 quarters. The position peaked at $53.2M in Q2 2018. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Sumitomo Mitsui Trust Group reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 841,321 E*Trade Financial Corporation shares in Q4 2020, an estimated $42.1M.
  • Sumitomo Mitsui Trust Group first reported a position in E*Trade Financial Corporation in Q2 2015 and held it in 22 quarters.
  • Sumitomo Mitsui Trust Group's E*Trade Financial Corporation position peaked at $53.2M in Q2 2018.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2020, filed 5 Feb 2021.