EWP
ETFC

Engrave Wealth Partners’s E*Trade Financial Corporation ETFC Stock Holding History

Engrave Wealth Partners’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
Q1 		– Sell
-112
Closed -$5K – 488
2019
Q4 		$5K Buy
+112
New +$4.78K ﹤0.01% 360

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UOC
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First Trust Advisors
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Engrave Wealth Partners's ETFC Position: Q1 2020 in Review

Engrave Wealth Partners sold out of E*Trade Financial Corporation (ETFC) in Q1 2020, closing a stake of 112 shares — an estimated $5K sold.

Engrave Wealth Partners first reported a position in ETFC in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 415 funds tracked by Wall St. Rank hold ETFC as of Q1 2020.

  • Engrave Wealth Partners reported no remaining E*Trade Financial Corporation position as of Q1 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 112 E*Trade Financial Corporation shares in Q1 2020, an estimated $5K.
  • Engrave Wealth Partners first reported a position in E*Trade Financial Corporation in Q4 2019 and held it in 1 quarter.
  • Engrave Wealth Partners's E*Trade Financial Corporation position peaked at $5K in Q4 2019.
  • 415 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2020.

Based on Engrave Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.