CFA
ETFC

Carroll Financial Associates’s E*Trade Financial Corporation ETFC Stock Holding History

Carroll Financial Associates’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
Q1 		– Sell
-398
Closed -$18K – 1775
2019
Q4 		$18K Hold
398
– – ﹤0.01% 908
2019
Q3 		$17K Hold
398
– – ﹤0.01% 876
2019
Q2 		$17K Buy
+398
New +$19K ﹤0.01% 879

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State Street
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UOC
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Goldman Sachs
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First Trust Advisors
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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Carroll Financial Associates's ETFC Position: Q1 2020 in Review

Carroll Financial Associates sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 398 shares — an estimated $18K sold.

Carroll Financial Associates first reported a position in ETFC in Q2 2019 and held it in 3 quarters. The position peaked at $18K in Q4 2019. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

  • Carroll Financial Associates reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 398 E*Trade Financial Corporation shares in Q1 2020, an estimated $18K.
  • Carroll Financial Associates first reported a position in E*Trade Financial Corporation in Q2 2019 and held it in 3 quarters.
  • Carroll Financial Associates's E*Trade Financial Corporation position peaked at $18K in Q4 2019.
  • 415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on Carroll Financial Associates's 13F filing for Q1 2020, filed 10 Apr 2020.