William Blair Investment Management’s E*Trade Financial Corporation ETFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-14,161
| Closed | -$657K | – | 430 |
|
2019
Q1 | $657K | Sell |
14,161
-1,552
| -10% | -$72K | ﹤0.01% | 398 |
|
2018
Q4 | $689K | Buy |
15,713
+2,299
| +17% | +$101K | ﹤0.01% | 394 |
|
2018
Q3 | $703K | Sell |
13,414
-6,585
| -33% | -$345K | ﹤0.01% | 412 |
|
2018
Q2 | $1.22M | Sell |
19,999
-7,032
| -26% | -$430K | ﹤0.01% | 391 |
|
2018
Q1 | $1.5M | Sell |
27,031
-2,289
| -8% | -$127K | 0.01% | 396 |
|
2017
Q4 | $1.45M | Buy |
29,320
+3,264
| +13% | +$162K | 0.01% | 386 |
|
2017
Q3 | $1.14M | Buy |
26,056
+66
| +0.3% | +$2.88K | ﹤0.01% | 399 |
|
2017
Q2 | $988K | Sell |
25,990
-1,265
| -5% | -$48.1K | ﹤0.01% | 412 |
|
2017
Q1 | $951K | Sell |
27,255
-241
| -0.9% | -$8.41K | ﹤0.01% | 394 |
|
2016
Q4 | $953K | Sell |
27,496
-3,277
| -11% | -$114K | ﹤0.01% | 396 |
|
2016
Q3 | $896K | Buy |
30,773
+857
| +3% | +$25K | ﹤0.01% | 399 |
|
2016
Q2 | $703K | Buy |
29,916
+3,939
| +15% | +$92.6K | ﹤0.01% | 416 |
|
2016
Q1 | $636K | Sell |
25,977
-3,965
| -13% | -$97.1K | ﹤0.01% | 413 |
|
2015
Q4 | $887K | Sell |
29,942
-24,696
| -45% | -$732K | ﹤0.01% | 402 |
|
2015
Q3 | $1.44M | Buy |
+54,638
| New | +$1.44M | ﹤0.01% | 925 |
|