Berman Capital Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

Berman Capital Advisors’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	-517	Closed	-$25K	–	1917
2020 Q3	$25K	Hold	517	–	–	0.01%	528
2020 Q2	$25K	Buy	517 +76	+17%	+$3.27K	0.01%	486
2020 Q1	$14K	Buy	441 +307	+229%	+$13K	﹤0.01%	592
2019 Q4	$6K	Buy	134 +30	+29%	+$1.28K	﹤0.01%	952
2019 Q3	$4K	Hold	104	–	–	﹤0.01%	1045
2019 Q2	$4K	Hold	104	–	–	﹤0.01%	1056
2019 Q1	$4K	Sell	104 -45	-30%	-$2.14K	﹤0.01%	962
2018 Q4	$5K	Buy	+149	New	+$7.3K	﹤0.01%	712

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

Berman Capital Advisors's ETFC Position: Q4 2020 in Review

Berman Capital Advisors sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 517 shares — an estimated $25K sold.

Berman Capital Advisors first reported a position in ETFC in Q4 2018 and held it in 8 quarters. The position peaked at $25K in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

Berman Capital Advisors reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
Berman Capital Advisors sold 517 E*Trade Financial Corporation shares in Q4 2020, an estimated $25K.
Berman Capital Advisors first reported a position in E*Trade Financial Corporation in Q4 2018 and held it in 8 quarters.
Berman Capital Advisors's E*Trade Financial Corporation position peaked at $25K in Q3 2020.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.