WTC
ETFC

WhitTier Trust Company’s E*Trade Financial Corporation ETFC Stock Holding History

WhitTier Trust Company’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
Q2 		– Sell
-3
Closed – – 1010
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1046
2019
Q4 		$0 Hold
3
– – ﹤0.01% 1024
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1023
2019
Q2 		$0 Hold
3
– – ﹤0.01% 1021
2019
Q1 		$0 Hold
3
– – ﹤0.01% 1073
2018
Q4 		$0 Buy
+3
New +$147 ﹤0.01% 1092
2017
Q4 		– Sell
-113
Closed -$5K – 1016
2017
Q3 		$5K Buy
+113
New +$4.59K ﹤0.01% 875

Other funds holding ETFC

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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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WhitTier Trust Company's ETFC Position: Q2 2020 in Review

WhitTier Trust Company sold out of E*Trade Financial Corporation (ETFC) in Q2 2020, closing a stake of 3 shares.

WhitTier Trust Company first reported a position in ETFC in Q3 2017 and held it in 7 quarters. The position peaked at $5K in Q3 2017. 410 funds tracked by Wall St. Rank hold ETFC as of Q2 2020.

  • WhitTier Trust Company reported no remaining E*Trade Financial Corporation position as of Q2 2020 after selling out during the quarter.
  • WhitTier Trust Company sold 3 E*Trade Financial Corporation shares in Q2 2020.
  • WhitTier Trust Company first reported a position in E*Trade Financial Corporation in Q3 2017 and held it in 7 quarters.
  • WhitTier Trust Company's E*Trade Financial Corporation position peaked at $5K in Q3 2017.
  • 410 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2020.

Based on WhitTier Trust Company's 13F filing for Q2 2020, filed 10 Jul 2020.