Westchester Capital Management (New York)’s E*Trade Financial Corporation ETFC Stock Holding History

Westchester Capital Management (New York)’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 Q4	–	Sell	-3,474,824	Closed	-$174M	–	304
2020 Q3	$174M	Buy	3,474,824 +431,676	+14%	+$22.5M	7.32%	3
2020 Q2	$151M	Buy	3,043,148 +448,723	+17%	+$19.3M	6.62%	5
2020 Q1	$89M	Buy	+2,594,425	New	+$110M	3.37%	7

Other funds holding ETFC

CIC

Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Westchester Capital Management (New York)'s ETFC Position: Q4 2020 in Review

Westchester Capital Management (New York) sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 3,474,824 shares — an estimated $174M sold.

Westchester Capital Management (New York) first reported a position in ETFC in Q1 2020 and held it in 3 quarters. The position peaked at $174M in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

Westchester Capital Management (New York) reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
Westchester Capital Management (New York) sold 3,474,824 E*Trade Financial Corporation shares in Q4 2020, an estimated $174M.
Westchester Capital Management (New York) first reported a position in E*Trade Financial Corporation in Q1 2020 and held it in 3 quarters.
Westchester Capital Management (New York)'s E*Trade Financial Corporation position peaked at $174M in Q3 2020.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2020, filed 12 Feb 2021.