EOJOAM
ETFC

E. Ohman J:or Asset Management’s E*Trade Financial Corporation ETFC Stock Holding History

E. Ohman J:or Asset Management’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
-5,100
Closed -$255K – 456
2020
Q3 		$255K Hold
5,100
– – 0.01% 375
2020
Q2 		$254K Buy
+5,100
New +$220K 0.01% 372
2019
Q1 		– Sell
-8,300
Closed -$364K – 388
2018
Q4 		$364K Hold
8,300
– – 0.03% 281
2018
Q3 		$435K Hold
8,300
– – 0.03% 272
2018
Q2 		$508K Buy
8,300
+2,200
+36% +$136K 0.04% 247
2018
Q1 		$338K Hold
6,100
– – 0.03% 337
2017
Q4 		$302K Hold
6,100
– – 0.02% 394
2017
Q3 		$266K Hold
6,100
– – 0.02% 390
2017
Q2 		$232K Hold
6,100
– – 0.02% 403
2017
Q1 		$213K Hold
6,100
– – 0.03% 414
2016
Q4 		$211K Hold
6,100
– – 0.03% 396
2016
Q3 		$178K Hold
6,100
– – 0.03% 415
2016
Q2 		$143K Hold
6,100
– – 0.02% 421
2016
Q1 		$149K Hold
6,100
– – 0.03% 400
2015
Q4 		$181K Hold
6,100
– – 0.03% 378
2015
Q3 		$161K Hold
6,100
– – 0.04% 378
2015
Q2 		$183K Buy
+6,100
New +$179K 0.04% 382

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

E. Ohman J:or Asset Management's ETFC Position: Q4 2020 in Review

E. Ohman J:or Asset Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 5,100 shares — an estimated $255K sold.

E. Ohman J:or Asset Management first reported a position in ETFC in Q2 2015 and held it in 17 quarters. The position peaked at $508K in Q2 2018. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • E. Ohman J:or Asset Management reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • E. Ohman J:or Asset Management sold 5,100 E*Trade Financial Corporation shares in Q4 2020, an estimated $255K.
  • E. Ohman J:or Asset Management first reported a position in E*Trade Financial Corporation in Q2 2015 and held it in 17 quarters.
  • E. Ohman J:or Asset Management's E*Trade Financial Corporation position peaked at $508K in Q2 2018.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on E. Ohman J:or Asset Management's 13F filing for Q4 2020, filed 5 Apr 2024.