EI
ETFC

Ellevest Inc’s E*Trade Financial Corporation ETFC Stock Holding History

Ellevest Inc’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
-757
Closed -$38K – 1447
2020
Q3 		$38K Buy
757
+150
+25% +$7.83K 0.01% 423
2020
Q2 		$30K Buy
607
+198
+48% +$8.53K 0.01% 436
2020
Q1 		$14K Buy
409
+332
+431% +$14K ﹤0.01% 500
2019
Q4 		$3K Buy
+77
New +$3.29K ﹤0.01% 664

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

Ellevest Inc's ETFC Position: Q4 2020 in Review

Ellevest Inc sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 757 shares — an estimated $38K sold.

Ellevest Inc first reported a position in ETFC in Q4 2019 and held it in 4 quarters. The position peaked at $38K in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Ellevest Inc reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Ellevest Inc sold 757 E*Trade Financial Corporation shares in Q4 2020, an estimated $38K.
  • Ellevest Inc first reported a position in E*Trade Financial Corporation in Q4 2019 and held it in 4 quarters.
  • Ellevest Inc's E*Trade Financial Corporation position peaked at $38K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Ellevest Inc's 13F filing for Q4 2020, filed 4 Feb 2021.