ETRADE CAPITAL Overview

Etrade Capital Management Llc is an investment advisor that manages 3.1 BN dollars in regulatory AUM and has 0 employees, of which 0 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 66% of the manager's regulatory AUM.

ETRADE CAPITAL StockAlpha

-2.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ETRADE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EUFN 9.44% ETF 10.78% 0.73% 14 0%
EFG 8.15% ETF -7.46% -0.81% 18 3%
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FEATURED IN
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ETRADE CAPITAL Founders and Key Employees

Name Title In Position Since
Dilia M. Caballero Secretary February-2008
Anthony L. Mcelynn Chief Compliance Officer August-2011
Lena Haas President/ Manager August-2013
Richard M. Messina Vice President / Chief Operations Officer / Manager December-2012
Lori S. Sher Assistant Secretary August-2013
David S. Herbert Vice President / Manager February-2014
Brent B. Simonich Chief Financial Officer March-2014
Navtej S. Nandra Chief Executive Officer / Manager July-2014
Walter B. Doggett Vice President July-2014

ETRADE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

ETRADE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies

Security analysis methods may include: quantitative (mathematical), fundamental (financial), technical (price and market), and cyclical (trend and time series) analysis. No particular analytical discipline can predict the absolute outcomes of a planned investment strategy and any such discipline must consider various uncertainties including, but not limited to, the risks subsequently described.

ETCM and its service providers, such as Lockwood, may consult financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the SEC, and company press releases to assist them in formulating investment advice. Other sources of information ETCM and its service providers may utilize include, but are not li...
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ETRADE CAPITAL Portfolio Concentration

ETRADE CAPITAL Location

1271 AVENUE OF THE AMERICAS
14TH FL
NEW YORK, New York
UNITED STATES, 10020-1302

ETRADE CAPITAL Contact Information

Phone Number: 646-521-4453
Fax Number: 571-227-7426
Website:

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