AS
ETFC

Altshuler Shaham’s E*Trade Financial Corporation ETFC Stock Holding History

Altshuler Shaham’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
-750
Closed -$38K – 495
2020
Q3 		$38K Buy
+750
New +$39.1K ﹤0.01% 260
2020
Q2 		– Sell
-8
Closed – – 630
2020
Q1 		$0 Hold
8
– – ﹤0.01% 655
2019
Q4 		$0 Buy
8
+2
+33% +$85 ﹤0.01% 661
2019
Q3 		$0 Buy
+6
New +$266 ﹤0.01% 597

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

Altshuler Shaham's ETFC Position: Q4 2020 in Review

Altshuler Shaham sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 750 shares — an estimated $38K sold.

Altshuler Shaham first reported a position in ETFC in Q3 2019 and held it in 4 quarters. The position peaked at $38K in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Altshuler Shaham reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Altshuler Shaham sold 750 E*Trade Financial Corporation shares in Q4 2020, an estimated $38K.
  • Altshuler Shaham first reported a position in E*Trade Financial Corporation in Q3 2019 and held it in 4 quarters.
  • Altshuler Shaham's E*Trade Financial Corporation position peaked at $38K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Altshuler Shaham's 13F filing for Q4 2020, filed 16 Feb 2021.