WCM
ETFC

Wedge Capital Management’s E*Trade Financial Corporation ETFC Stock Holding History

Wedge Capital Management’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
-8,018
Closed -$364K – 609
2019
Q4 		$364K Sell
8,018
-240
-3% -$10.3K ﹤0.01% 437
2019
Q3 		$361K Sell
8,258
-4,424
-35% -$196K ﹤0.01% 449
2019
Q2 		$566K Sell
12,682
-1
-0% -$48 0.01% 444
2019
Q1 		$589K Sell
12,683
-164
-1% -$7.81K 0.01% 437
2018
Q4 		$564K Buy
12,847
+1,235
+11% +$60.5K 0.01% 417
2018
Q3 		$608K Buy
11,612
+183
+2% +$10.7K 0.01% 448
2018
Q2 		$699K Sell
11,429
-715
-6% -$44.3K 0.01% 423
2018
Q1 		$673K Sell
12,144
-2,753
-18% -$147K 0.01% 422
2017
Q4 		$738K Sell
14,897
-2,571
-15% -$118K 0.01% 404
2017
Q3 		$762K Sell
17,468
-6,455
-27% -$262K 0.01% 392
2017
Q2 		$910K Buy
23,923
+62
+0.3% +$2.19K 0.01% 361
2017
Q1 		$833K Sell
23,861
-2,595
-10% -$93.1K 0.01% 358
2016
Q4 		$917K Sell
26,456
-3,425
-11% -$109K 0.01% 348
2016
Q3 		$870K Buy
+29,881
New +$772K 0.01% 349

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

Wedge Capital Management's ETFC Position: Q1 2020 in Review

Wedge Capital Management sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 8,018 shares — an estimated $364K sold.

Wedge Capital Management first reported a position in ETFC in Q3 2016 and held it in 14 quarters. The position peaked at $917K in Q4 2016. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

  • Wedge Capital Management reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
  • Wedge Capital Management sold 8,018 E*Trade Financial Corporation shares in Q1 2020, an estimated $364K.
  • Wedge Capital Management first reported a position in E*Trade Financial Corporation in Q3 2016 and held it in 14 quarters.
  • Wedge Capital Management's E*Trade Financial Corporation position peaked at $917K in Q4 2016.
  • 415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on Wedge Capital Management's 13F filing for Q1 2020, filed 13 Apr 2020.