SSG
ETFC

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

Summit Securities 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
Q2 		– Sell
-10,000
Closed -$343K – 500
2020
Q1 		$343K Buy
+10,000
New +$423K 0.06% 191
2017
Q3 		– Sell
-19,159
Closed -$729K – 329
2017
Q2 		$729K Sell
19,159
-5,980
-24% -$211K 0.13% 95
2017
Q1 		$877K Buy
25,139
+18,479
+277% +$663K 0.25% 83
2016
Q4 		$231K Buy
+6,660
New +$213K 0.05% 238

Other funds holding ETFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Summit Securities Group's ETFC Position: Q2 2020 in Review

Summit Securities Group sold out of E*Trade Financial Corporation (ETFC) in Q2 2020, closing a stake of 10,000 shares — an estimated $343K sold.

Summit Securities Group first reported a position in ETFC in Q4 2016 and held it in 4 quarters. The position peaked at $877K in Q1 2017. 410 funds tracked by Wall St. Rank hold ETFC as of Q2 2020.

  • Summit Securities Group reported no remaining E*Trade Financial Corporation position as of Q2 2020 after selling out during the quarter.
  • Summit Securities Group sold 10,000 E*Trade Financial Corporation shares in Q2 2020, an estimated $343K.
  • Summit Securities Group first reported a position in E*Trade Financial Corporation in Q4 2016 and held it in 4 quarters.
  • Summit Securities Group's E*Trade Financial Corporation position peaked at $877K in Q1 2017.
  • 410 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2020.

Based on Summit Securities Group's 13F filing for Q2 2020, filed 6 Aug 2020.