Ownership history in ETRADE Capital Management LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which ETRADE Capital Management LLC reported a position in Goldman Sachs ActiveBeta U.S. (GSLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π ETRADE Capital Management LLC underperformed the S&P 500 by β0.3% annually on this GSLC position. Timing score: 70% (7/10 decisions correct). Average cost basis: $55.62. Maximum drawdown during holding period: β18.8%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 10 add/trim decisions correct
Best entry: $45.77 (2018 Q4) Β· Worst: $63.57 (2020 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 1 trim. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π ETRADE Capital Management LLC has been actively increasing its GSLC allocation β a bullish signal from insiders.
Currently 1.32% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size