UBS Group
ETFC

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

UBS 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
Q1 		– Sell
-505,200
Closed -$22.9M – 8712
2019
Q4 		$22.9M Buy
+505,200
New +$21.6M 0.01% 1279
2019
Q1 		– Sell
-26,800
Closed -$1.18M – 8428
2018
Q4 		$1.18M Sell
26,800
-286,000
-91% -$14M ﹤0.01% 3519
2018
Q3 		$16.4M Buy
+312,800
New +$18.4M 0.01% 1360
2018
Q1 		– Sell
-86,400
Closed -$4.28M – 8346
2017
Q4 		$4.28M Buy
+86,400
New +$3.97M ﹤0.01% 2505
2017
Q1 		– Sell
-858,700
Closed -$29.8M – 8154
2016
Q4 		$29.8M Buy
858,700
+636,300
+286% +$20.3M 0.02% 788
2016
Q3 		$6.48M Buy
+222,400
New +$5.75M ﹤0.01% 1794
2016
Q1 		– Sell
-600
Closed -$18K – 8443
2015
Q4 		$18K Hold
600
– – ﹤0.01% 6880
2015
Q3 		$16K Sell
600
-141,900
-100% -$3.93M ﹤0.01% 6933
2015
Q2 		$4.27M Buy
142,500
+104,200
+272% +$3.06M ﹤0.01% 2236
2015
Q1 		$1.09M Sell
38,300
-203,900
-84% -$5.2M ﹤0.01% 3489
2014
Q4 		$5.88M Buy
+242,200
New +$5.43M ﹤0.01% 1970

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

UBS Group's ETFC Position: Q4 2020 in Review

UBS Group sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 168,187 shares — an estimated $8.42M sold.

UBS Group first reported a position in ETFC in Q4 2014 and held it in 24 quarters. The position peaked at $35.2M in Q1 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • UBS Group reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • UBS Group sold 168,187 E*Trade Financial Corporation shares in Q4 2020, an estimated $8.42M.
  • UBS Group first reported a position in E*Trade Financial Corporation in Q4 2014 and held it in 24 quarters.
  • UBS Group's E*Trade Financial Corporation position peaked at $35.2M in Q1 2020.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on UBS Group's 13F filing for Q4 2020, filed 11 Feb 2021.