William Blair Investment Management
ETFC

William Blair Investment Management’s E*Trade Financial Corporation ETFC Stock Holding History

William Blair Investment 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
2019
Q2 		– Sell
-14,161
Closed -$657K – 430
2019
Q1 		$657K Sell
14,161
-1,552
-10% -$73.9K ﹤0.01% 398
2018
Q4 		$689K Buy
15,713
+2,299
+17% +$113K ﹤0.01% 395
2018
Q3 		$703K Sell
13,414
-6,585
-33% -$386K ﹤0.01% 413
2018
Q2 		$1.22M Sell
19,999
-7,032
-26% -$435K ﹤0.01% 391
2018
Q1 		$1.5M Sell
27,031
-2,289
-8% -$122K 0.01% 396
2017
Q4 		$1.45M Buy
29,320
+3,264
+13% +$150K 0.01% 386
2017
Q3 		$1.14M Buy
26,056
+66
+0.3% +$2.68K ﹤0.01% 399
2017
Q2 		$988K Sell
25,990
-1,265
-5% -$44.7K ﹤0.01% 412
2017
Q1 		$951K Sell
27,255
-241
-0.9% -$8.64K ﹤0.01% 394
2016
Q4 		$953K Sell
27,496
-3,277
-11% -$105K ﹤0.01% 396
2016
Q3 		$896K Buy
30,773
+857
+3% +$22.1K ﹤0.01% 401
2016
Q2 		$703K Buy
29,916
+3,939
+15% +$99.9K ﹤0.01% 416
2016
Q1 		$636K Sell
25,977
-3,965
-13% -$96K ﹤0.01% 413
2015
Q4 		$887K Sell
29,942
-24,696
-45% -$710K ﹤0.01% 402
2015
Q3 		$1.44M Buy
+54,638
New +$1.51M ﹤0.01% 927

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

William Blair Investment Management's ETFC Position: Q2 2019 in Review

William Blair Investment Management sold out of E*Trade Financial Corporation (ETFC) in Q2 2019, closing a stake of 14,161 shares — an estimated $657K sold.

William Blair Investment Management first reported a position in ETFC in Q3 2015 and held it in 15 quarters. The position peaked at $1.5M in Q1 2018. 515 funds tracked by Wall St. Rank hold ETFC as of Q2 2019.

  • William Blair Investment Management reported no remaining E*Trade Financial Corporation position as of Q2 2019 after selling out during the quarter.
  • William Blair Investment Management sold 14,161 E*Trade Financial Corporation shares in Q2 2019, an estimated $657K.
  • William Blair Investment Management first reported a position in E*Trade Financial Corporation in Q3 2015 and held it in 15 quarters.
  • William Blair Investment Management's E*Trade Financial Corporation position peaked at $1.5M in Q1 2018.
  • 515 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q2 2019.

Based on William Blair Investment Management's 13F filing for Q2 2019, filed 9 Aug 2019.