Yorktown Management & Research Company’s E*Trade Financial Corporation ETFC Stock Holding History

Yorktown Management & Research 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
2019 Q3	–	Sell	-17,500	Closed	-$781K	–	354
2019 Q2	$781K	Sell	17,500 -700	-4%	-$33.4K	0.29%	92
2019 Q1	$845K	Hold	18,200	–	–	0.27%	89
2018 Q4	$799K	Buy	+18,200	New	+$892K	0.26%	101
2018 Q2	–	Sell	-11,000	Closed	-$610K	–	410
2018 Q1	$610K	Hold	11,000	–	–	0.18%	125
2017 Q4	$545K	Hold	11,000	–	–	0.16%	138
2017 Q3	$480K	Buy	+11,000	New	+$447K	0.13%	115

Other funds holding ETFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Yorktown Management & Research Company's ETFC Position: Q3 2019 in Review

Yorktown Management & Research Company sold out of E*Trade Financial Corporation (ETFC) in Q3 2019, closing a stake of 17,500 shares — an estimated $781K sold.

Yorktown Management & Research Company first reported a position in ETFC in Q3 2017 and held it in 6 quarters. The position peaked at $845K in Q1 2019. 471 funds tracked by Wall St. Rank hold ETFC as of Q3 2019.

Yorktown Management & Research Company reported no remaining E*Trade Financial Corporation position as of Q3 2019 after selling out during the quarter.
Yorktown Management & Research Company sold 17,500 E*Trade Financial Corporation shares in Q3 2019, an estimated $781K.
Yorktown Management & Research Company first reported a position in E*Trade Financial Corporation in Q3 2017 and held it in 6 quarters.
Yorktown Management & Research Company's E*Trade Financial Corporation position peaked at $845K in Q1 2019.
471 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2019.

Based on Yorktown Management & Research Company's 13F filing for Q3 2019, filed 1 Nov 2019.