AW
ETFC

Avion Wealth’s E*Trade Financial Corporation ETFC Stock Holding History

Avion Wealth’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
-3
Closed – – 383
2020
Q3 		$0 Hold
3
– – ﹤0.01% 318
2020
Q2 		$0 Hold
3
– – ﹤0.01% 319
2020
Q1 		$0 Buy
+3
New +$127 ﹤0.01% 306

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

Avion Wealth's ETFC Position: Q4 2020 in Review

Avion Wealth sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 3 shares.

Avion Wealth first reported a position in ETFC in Q1 2020 and held it in 3 quarters. The position peaked at $0 in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Avion Wealth reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Avion Wealth sold 3 E*Trade Financial Corporation shares in Q4 2020.
  • Avion Wealth first reported a position in E*Trade Financial Corporation in Q1 2020 and held it in 3 quarters.
  • Avion Wealth's E*Trade Financial Corporation position peaked at $0 in Q3 2020.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

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