Advisor Partners’s E*Trade Financial Corporation ETFC Stock Holding History

Advisor Partners’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
2020 Q4	–	Sell	-7,858	Closed	-$393K	–	775
2020 Q3	$393K	Sell	7,858 -177	-2%	-$9.23K	0.03%	457
2020 Q2	$400K	Buy	8,035 +779	+11%	+$33.6K	0.04%	427
2020 Q1	$249K	Buy	+7,256	New	+$307K	0.03%	490
2018 Q3	–	Sell	-3,648	Closed	-$223K	–	652
2018 Q2	$223K	Buy	3,648 +24	+0.7%	+$1.49K	0.04%	513
2018 Q1	$201K	Buy	+3,624	New	+$193K	0.04%	535

Other funds holding ETFC

CIC

Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Advisor Partners's ETFC Position: Q4 2020 in Review

Advisor Partners sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 7,858 shares — an estimated $393K sold.

Advisor Partners first reported a position in ETFC in Q1 2018 and held it in 5 quarters. The position peaked at $400K in Q2 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

Advisor Partners reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
Advisor Partners sold 7,858 E*Trade Financial Corporation shares in Q4 2020, an estimated $393K.
Advisor Partners first reported a position in E*Trade Financial Corporation in Q1 2018 and held it in 5 quarters.
Advisor Partners's E*Trade Financial Corporation position peaked at $400K in Q2 2020.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Advisor Partners's 13F filing for Q4 2020, filed 12 Feb 2021.