CX Institutional’s E*Trade Financial Corporation ETFC Stock Holding History

CX Institutional’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	-235	Closed	-$12K	–	933
2020 Q3	$12K	Buy	235 +34	+17%	+$1.77K	﹤0.01%	648
2020 Q2	$10K	Buy	+201	New	+$8.66K	﹤0.01%	570
2020 Q1	–	Sell	-77	Closed	-$3K	–	799
2019 Q4	$3K	Buy	77 +6	+8%	+$256	﹤0.01%	652
2019 Q3	$3K	Buy	71 +27	+61%	+$1.2K	﹤0.01%	709
2019 Q2	$2K	Buy	44 +6	+16%	+$287	﹤0.01%	804
2019 Q1	$2K	Buy	+38	New	+$1.81K	﹤0.01%	722

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

CX Institutional's ETFC Position: Q4 2020 in Review

CX Institutional sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 235 shares — an estimated $12K sold.

CX Institutional first reported a position in ETFC in Q1 2019 and held it in 6 quarters. The position peaked at $12K in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

CX Institutional reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
CX Institutional sold 235 E*Trade Financial Corporation shares in Q4 2020, an estimated $12K.
CX Institutional first reported a position in E*Trade Financial Corporation in Q1 2019 and held it in 6 quarters.
CX Institutional's E*Trade Financial Corporation position peaked at $12K in Q3 2020.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on CX Institutional's 13F filing for Q4 2020, filed 12 Jan 2021.