BWM
ETFC

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

Baystate Wealth Management’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
-1,009
Closed -$51K – 801
2020
Q3 		$51K Buy
1,009
+3
+0.3% +$157 0.01% 220
2020
Q2 		$50K Buy
1,006
+3
+0.3% +$129 0.01% 225
2020
Q1 		$34K Buy
1,003
+3
+0.3% +$127 ﹤0.01% 232
2019
Q4 		$45K Buy
+1,000
New +$42.7K 0.01% 240
2018
Q4 		– Sell
-60
Closed -$3K – 731
2018
Q3 		$3K Hold
60
– – ﹤0.01% 501
2018
Q2 		$4K Hold
60
– – ﹤0.01% 494
2018
Q1 		$4K Hold
60
– – ﹤0.01% 459
2017
Q4 		$3K Hold
60
– – ﹤0.01% 487
2017
Q3 		$3K Hold
60
– – ﹤0.01% 472
2017
Q2 		$2K Hold
60
– – ﹤0.01% 526
2017
Q1 		$2K Buy
+60
New +$2.15K ﹤0.01% 489

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

Baystate Wealth Management's ETFC Position: Q4 2020 in Review

Baystate Wealth Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 1,009 shares — an estimated $51K sold.

Baystate Wealth Management first reported a position in ETFC in Q1 2017 and held it in 11 quarters. The position peaked at $51K in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Baystate Wealth Management reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Baystate Wealth Management sold 1,009 E*Trade Financial Corporation shares in Q4 2020, an estimated $51K.
  • Baystate Wealth Management first reported a position in E*Trade Financial Corporation in Q1 2017 and held it in 11 quarters.
  • Baystate Wealth Management's E*Trade Financial Corporation position peaked at $51K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Baystate Wealth Management's 13F filing for Q4 2020, filed 15 Jan 2021.