CI Investments Inc’s E*Trade Financial Corporation ETFC Stock Holding History

CI Investments Inc’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	-4,930	Closed	-$247K	–	1073
2020 Q3	$247K	Buy	4,930 +550	+13%	+$28.7K	﹤0.01%	543
2020 Q2	$218K	Sell	4,380 -1,532	-26%	-$66K	﹤0.01%	526
2020 Q1	$203K	Sell	5,912 -4,939	-46%	-$209K	﹤0.01%	488
2019 Q4	$492K	Buy	+10,851	New	+$463K	﹤0.01%	471
2019 Q2	–	Sell	-2,800	Closed	-$130K	–	352
2019 Q1	$130K	Buy	+2,800	New	+$133K	﹤0.01%	312

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

CI Investments Inc's ETFC Position: Q4 2020 in Review

CI Investments Inc sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 4,930 shares — an estimated $247K sold.

CI Investments Inc first reported a position in ETFC in Q1 2019 and held it in 5 quarters. The position peaked at $492K in Q4 2019. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

CI Investments Inc reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
CI Investments Inc sold 4,930 E*Trade Financial Corporation shares in Q4 2020, an estimated $247K.
CI Investments Inc first reported a position in E*Trade Financial Corporation in Q1 2019 and held it in 5 quarters.
CI Investments Inc's E*Trade Financial Corporation position peaked at $492K in Q4 2019.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on CI Investments Inc's 13F filing for Q4 2020, filed 9 Feb 2021.