ZIG
ETFC

Zurich Insurance Group’s E*Trade Financial Corporation ETFC Stock Holding History

Zurich Insurance Group’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
2018
Q3 		– Sell
-111,508
Closed -$6.82M – 522
2018
Q2 		$6.82M Buy
111,508
+32,748
+42% +$2.03M 0.15% 191
2018
Q1 		$4.36M Buy
78,760
+24,244
+44% +$1.29M 0.1% 264
2017
Q4 		$2.7M Sell
54,516
-13,859
-20% -$636K 0.06% 368
2017
Q3 		$2.98M Sell
68,375
-5,106
-7% -$207K 0.08% 278
2017
Q2 		$2.79M Buy
73,481
+38,935
+113% +$1.38M 0.08% 307
2017
Q1 		$1.21M Buy
+34,546
New +$1.24M 0.03% 429
2016
Q1 		– Sell
-142,428
Closed -$4.22M – 393
2015
Q4 		$4.22M Sell
142,428
-408,556
-74% -$11.7M 0.15% 168
2015
Q3 		$14.5M Buy
+550,984
New +$15.3M 0.53% 73

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Primecap Management
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State Street
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return