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

BerganKDV 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	-86	Closed	-$4K	–	1037
2020 Q3	$4K	Hold	86	–	–	﹤0.01%	622
2020 Q2	$4K	Sell	86 -4	-4%	-$172	﹤0.01%	678
2020 Q1	$3K	Buy	90 +14	+18%	+$592	﹤0.01%	709
2019 Q4	$3K	Buy	+76	New	+$3.25K	﹤0.01%	740

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

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

BerganKDV Wealth Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 86 shares — an estimated $4K sold.

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

BerganKDV Wealth Management reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 86 E*Trade Financial Corporation shares in Q4 2020, an estimated $4K.
BerganKDV Wealth Management first reported a position in E*Trade Financial Corporation in Q4 2019 and held it in 4 quarters.
BerganKDV Wealth Management's E*Trade Financial Corporation position peaked at $4K in Q3 2020.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.