Swiss Life Asset Management’s E*Trade Financial Corporation ETFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-123,139
| Closed | -$6.16M | – | 519 |
|
|
2020
Q3 | $6.16M | Buy |
123,139
+66,077
| +116% | +$3.45M | 0.09% | 172 |
|
|
2020
Q2 | $2.84M | Buy |
57,062
+2,992
| +6% | +$129K | 0.05% | 263 |
|
|
2020
Q1 | $1.86M | Buy |
54,070
+5,192
| +11% | +$219K | 0.04% | 320 |
|
|
2019
Q4 | $2.22M | Sell |
48,878
-33,842
| -41% | -$1.45M | 0.04% | 337 |
|
|
2019
Q3 | $3.61M | Buy |
82,720
+28,695
| +53% | +$1.27M | 0.05% | 220 |
|
|
2019
Q2 | $2.41M | Buy |
54,025
+47,155
| +686% | +$2.25M | 0.03% | 290 |
|
|
2019
Q1 | $319K | Buy |
+6,870
| New | +$327K | ﹤0.01% | 458 |
|
|
2018
Q4 | – | Sell |
-8,395
| Closed | -$440K | – | 510 |
|
|
2018
Q3 | $440K | Sell |
8,395
-28,443
| -77% | -$1.67M | 0.01% | 462 |
|
|
2018
Q2 | $2.25M | Buy |
36,838
+2,462
| +7% | +$152K | 0.03% | 271 |
|
|
2018
Q1 | $1.9M | Buy |
34,376
+504
| +1% | +$26.9K | 0.03% | 304 |
|
|
2017
Q4 | $1.68M | Buy |
+33,872
| New | +$1.55M | 0.04% | 244 |
|
|
2017
Q1 | – | Sell |
-21,086
| Closed | -$730K | – | 533 |
|
|
2016
Q4 | $730K | Hold |
21,086
| – | – | 0.02% | 295 |
|
|
2016
Q3 | $612K | Buy |
+21,086
| New | +$545K | 0.02% | 319 |
|
|
2016
Q1 | – | Sell |
-8,045
| Closed | -$238K | – | 405 |
|
|
2015
Q4 | $238K | Buy |
+8,045
| New | +$231K | 0.01% | 294 |
|
Other funds holding ETFC
Swiss Life Asset Management's ETFC Position: Q4 2020 in Review
Swiss Life Asset Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 123,139 shares — an estimated $6.16M sold.
Swiss Life Asset Management first reported a position in ETFC in Q4 2015 and held it in 14 quarters. The position peaked at $6.16M in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.
- Swiss Life Asset Management reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
- Swiss Life Asset Management sold 123,139 E*Trade Financial Corporation shares in Q4 2020, an estimated $6.16M.
- Swiss Life Asset Management first reported a position in E*Trade Financial Corporation in Q4 2015 and held it in 14 quarters.
- Swiss Life Asset Management's E*Trade Financial Corporation position peaked at $6.16M in Q3 2020.
- 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.
Based on Swiss Life Asset Management's 13F filing for Q4 2020, filed 29 Dec 2025.