AF
ETFC

Allworth Financial’s E*Trade Financial Corporation ETFC Stock Holding History

Allworth Financial’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
-100
Closed -$5K – 1481
2020
Q3 		$5K Hold
100
– – ﹤0.01% 867
2020
Q2 		$5K Hold
100
– – ﹤0.01% 891
2020
Q1 		$3K Hold
100
– – ﹤0.01% 1021
2019
Q4 		$5K Buy
+100
New +$4.27K ﹤0.01% 783
2018
Q3 		– Sell
-16
Closed -$1K – 1024
2018
Q2 		$1K Buy
+16
New +$990 ﹤0.01% 920

Other funds holding ETFC

CIC
Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Allworth Financial's ETFC Position: Q4 2020 in Review

Allworth Financial sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 100 shares — an estimated $5K sold.

Allworth Financial first reported a position in ETFC in Q2 2018 and held it in 5 quarters. The position peaked at $5K in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Allworth Financial reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Allworth Financial sold 100 E*Trade Financial Corporation shares in Q4 2020, an estimated $5K.
  • Allworth Financial first reported a position in E*Trade Financial Corporation in Q2 2018 and held it in 5 quarters.
  • Allworth Financial's E*Trade Financial Corporation position peaked at $5K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Allworth Financial's 13F filing for Q4 2020, filed 26 Jan 2021.