UCFA
ETFC

United Capital Financial Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

United Capital Financial Advisors’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
-19,629
Closed -$891K – 1408
2019
Q4 		$891K Sell
19,629
-2,198
-10% -$93.9K 0.01% 813
2019
Q3 		$954K Sell
21,827
-5,672
-21% -$251K 0.01% 766
2019
Q2 		$1.23M Buy
27,499
+3,168
+13% +$151K 0.01% 750
2019
Q1 		$1.13M Buy
24,331
+17,810
+273% +$848K 0.01% 743
2018
Q4 		$286K Sell
6,521
-70
-1% -$3.43K ﹤0.01% 1078
2018
Q3 		$345K Sell
6,591
-260
-4% -$15.3K ﹤0.01% 1062
2018
Q2 		$422K Sell
6,851
-75
-1% -$4.64K ﹤0.01% 976
2018
Q1 		$384K Buy
6,926
+911
+15% +$48.6K ﹤0.01% 1019
2017
Q4 		$298K Sell
6,015
-478
-7% -$21.9K ﹤0.01% 1116
2017
Q3 		$283K Buy
6,493
+165
+3% +$6.7K ﹤0.01% 1132
2017
Q2 		$241K Sell
6,328
-4,701
-43% -$166K ﹤0.01% 1149
2017
Q1 		$385K Buy
11,029
+1,355
+14% +$48.6K ﹤0.01% 974
2016
Q4 		$335K Buy
+9,674
New +$309K ﹤0.01% 1017

Other funds holding ETFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

United Capital Financial Advisors's ETFC Position: Q1 2020 in Review

United Capital Financial Advisors sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 19,629 shares — an estimated $891K sold.

United Capital Financial Advisors first reported a position in ETFC in Q4 2016 and held it in 13 quarters. The position peaked at $1.23M in Q2 2019. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

  • United Capital Financial Advisors reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 19,629 E*Trade Financial Corporation shares in Q1 2020, an estimated $891K.
  • United Capital Financial Advisors first reported a position in E*Trade Financial Corporation in Q4 2016 and held it in 13 quarters.
  • United Capital Financial Advisors's E*Trade Financial Corporation position peaked at $1.23M in Q2 2019.
  • 415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.