Douglass Winthrop Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,850
Closed -$150K 251
2023
Q2
$150K Hold
11,850
﹤0.01% 236
2023
Q1
$148K Buy
+11,850
New +$148K ﹤0.01% 233

Other funds holding ETFC

Douglass Winthrop Advisors's ETFC Position: Q3 2023 in Review

Douglass Winthrop Advisors sold out of E*Trade Financial Corporation (ETFC) in Q3 2023, closing a stake of 11,850 shares — an estimated $150K sold.

Douglass Winthrop Advisors first reported a position in ETFC in Q1 2023 and held it in 2 quarters. The position peaked at $150K in Q2 2023. 2 funds tracked by Wall St. Rank hold ETFC as of Q3 2023.

  • Douglass Winthrop Advisors reported no remaining E*Trade Financial Corporation position as of Q3 2023 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 11,850 E*Trade Financial Corporation shares in Q3 2023, an estimated $150K.
  • Douglass Winthrop Advisors first reported a position in E*Trade Financial Corporation in Q1 2023 and held it in 2 quarters.
  • Douglass Winthrop Advisors's E*Trade Financial Corporation position peaked at $150K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2023.

Based on Douglass Winthrop Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.