Creative Planning’s E*Trade Financial Corporation ETFC Stock Holding History

Creative Planning’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
2015 Q1	–	Sell	-5,000	Closed	-$2K	–	4482
2014 Q4	$2K	Hold	5,000	–	–	﹤0.01%	3882
2014 Q3	$3K	Hold	5,000	–	–	﹤0.01%	3566
2014 Q2	$4K	Hold	5,000	–	–	﹤0.01%	3342
2014 Q1	$9K	Buy	+5,000	New	+$110K	﹤0.01%	2820

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

Creative Planning's ETFC Position: Q4 2020 in Review

Creative Planning sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 7,920 shares — an estimated $396K sold.

Creative Planning first reported a position in ETFC in Q2 2013 and held it in 24 quarters. The position peaked at $620K in Q1 2018. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

Creative Planning reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
Creative Planning sold 7,920 E*Trade Financial Corporation shares in Q4 2020, an estimated $396K.
Creative Planning first reported a position in E*Trade Financial Corporation in Q2 2013 and held it in 24 quarters.
Creative Planning's E*Trade Financial Corporation position peaked at $620K in Q1 2018.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Creative Planning's 13F filing for Q4 2020, filed 29 Jan 2021.