CIA
ETFC

CSat Investment Advisory’s E*Trade Financial Corporation ETFC Stock Holding History

CSat Investment Advisory’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
-1,262
Closed -$63K – 1081
2020
Q3 		$63K Sell
1,262
-57
-4% -$2.97K 0.01% 639
2020
Q2 		$66K Sell
1,319
-248
-16% -$10.7K 0.01% 623
2020
Q1 		$54K Sell
1,567
-12,438
-89% -$526K 0.01% 507
2019
Q4 		$636K Buy
14,005
+1,223
+10% +$52.2K 0.17% 108
2019
Q3 		$559K Buy
12,782
+11,598
+980% +$513K 0.18% 102
2019
Q2 		$53K Buy
1,184
+651
+122% +$31.1K 0.02% 488
2019
Q1 		$25K Buy
533
+23
+5% +$1.09K 0.01% 269
2018
Q4 		$22K Buy
510
+248
+95% +$12.2K 0.01% 257
2018
Q3 		$14K Sell
262
-9,120
-97% -$535K 0.01% 306
2018
Q2 		$573K Buy
+9,382
New +$581K 0.31% 78

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

CSat Investment Advisory's ETFC Position: Q4 2020 in Review

CSat Investment Advisory sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 1,262 shares — an estimated $63K sold.

CSat Investment Advisory first reported a position in ETFC in Q2 2018 and held it in 10 quarters. The position peaked at $636K in Q4 2019. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • CSat Investment Advisory reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,262 E*Trade Financial Corporation shares in Q4 2020, an estimated $63K.
  • CSat Investment Advisory first reported a position in E*Trade Financial Corporation in Q2 2018 and held it in 10 quarters.
  • CSat Investment Advisory's E*Trade Financial Corporation position peaked at $636K in Q4 2019.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.