BC
ETFC

Burney Company’s E*Trade Financial Corporation ETFC Stock Holding History

Burney Company’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
-5,066
Closed -$254K – 555
2020
Q3 		$254K Sell
5,066
-1,206
-19% -$62.9K 0.02% 438
2020
Q2 		$312K Sell
6,272
-2,244
-26% -$96.7K 0.02% 400
2020
Q1 		$292K Sell
8,516
-1,190
-12% -$50.3K 0.02% 358
2019
Q4 		$440K Sell
9,706
-4,380
-31% -$187K 0.02% 343
2019
Q3 		$615K Sell
14,086
-12,093
-46% -$535K 0.04% 306
2019
Q2 		$1.17M Sell
26,179
-2,534
-9% -$121K 0.07% 243
2019
Q1 		$1.33M Sell
28,713
-5,390
-16% -$257K 0.08% 233
2018
Q4 		$1.5M Sell
34,103
-6,020
-15% -$295K 0.11% 208
2018
Q3 		$2.1M Sell
40,123
-4,885
-11% -$287K 0.13% 186
2018
Q2 		$2.75M Sell
45,008
-8,775
-16% -$543K 0.16% 167
2018
Q1 		$2.98M Sell
53,783
-7,300
-12% -$389K 0.18% 152
2017
Q4 		$3.03M Sell
61,083
-2,357
-4% -$108K 0.17% 153
2017
Q3 		$2.74M Sell
63,440
-7,765
-11% -$315K 0.18% 149
2017
Q2 		$2.68M Buy
71,205
+2,563
+4% +$90.6K 0.18% 142
2017
Q1 		$2.4M Buy
68,642
+27,057
+65% +$970K 0.16% 149
2016
Q4 		$1.44M Buy
+41,585
New +$1.33M 0.1% 179

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

Burney Company's ETFC Position: Q4 2020 in Review

Burney Company sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 5,066 shares — an estimated $254K sold.

Burney Company first reported a position in ETFC in Q4 2016 and held it in 16 quarters. The position peaked at $3.03M in Q4 2017. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Burney Company reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Burney Company sold 5,066 E*Trade Financial Corporation shares in Q4 2020, an estimated $254K.
  • Burney Company first reported a position in E*Trade Financial Corporation in Q4 2016 and held it in 16 quarters.
  • Burney Company's E*Trade Financial Corporation position peaked at $3.03M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Burney Company's 13F filing for Q4 2020, filed 11 Feb 2021.