ZIM
ETFC

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

Zacks 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
Q4 		– Sell
-45,045
Closed -$1.97M – 623
2019
Q3 		$1.97M Buy
45,045
+2,724
+6% +$121K 0.04% 258
2019
Q2 		$1.89M Buy
42,321
+2,636
+7% +$126K 0.04% 276
2019
Q1 		$1.84M Buy
39,685
+3,370
+9% +$160K 0.04% 269
2018
Q4 		$1.59M Buy
+36,315
New +$1.78M 0.04% 263
2018
Q3 		– Sell
-3,275
Closed -$200K – 637
2018
Q2 		$200K Buy
+3,275
New +$203K ﹤0.01% 523
2017
Q4 		– Sell
-4,816
Closed -$210K – 675
2017
Q3 		$210K Buy
+4,816
New +$196K ﹤0.01% 513
2017
Q2 		– Sell
-8,884
Closed -$310K – 726
2017
Q1 		$310K Sell
8,884
-18,381
-67% -$659K 0.01% 496
2016
Q4 		$945K Sell
27,265
-12,021
-31% -$384K 0.03% 332
2016
Q3 		$1.14M Buy
39,286
+943
+2% +$24.4K 0.03% 306
2016
Q2 		$901K Buy
38,343
+1,570
+4% +$39.8K 0.03% 347
2016
Q1 		$901K Buy
36,773
+12,432
+51% +$301K 0.03% 342
2015
Q4 		$721K Buy
+24,341
New +$700K 0.02% 362
2014
Q3 		– Sell
-30,859
Closed -$656K – 773
2014
Q2 		$656K Buy
+30,859
New +$649K 0.02% 357

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Zacks Investment Management's ETFC Position: Q4 2019 in Review

Zacks Investment Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2019, closing a stake of 45,045 shares — an estimated $1.97M sold.

Zacks Investment Management first reported a position in ETFC in Q2 2014 and held it in 13 quarters. The position peaked at $1.97M in Q3 2019. 475 funds tracked by Wall St. Rank hold ETFC as of Q4 2019.

  • Zacks Investment Management reported no remaining E*Trade Financial Corporation position as of Q4 2019 after selling out during the quarter.
  • Zacks Investment Management sold 45,045 E*Trade Financial Corporation shares in Q4 2019, an estimated $1.97M.
  • Zacks Investment Management first reported a position in E*Trade Financial Corporation in Q2 2014 and held it in 13 quarters.
  • Zacks Investment Management's E*Trade Financial Corporation position peaked at $1.97M in Q3 2019.
  • 475 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2019.

Based on Zacks Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.