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

Evoke Wealth’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	-2,259	Closed	-$113K	–	1101
2020 Q3	$113K	Buy	2,259 +6	+0.3%	+$313	0.01%	269
2020 Q2	$112K	Buy	2,253 +15	+0.7%	+$646	0.01%	258
2020 Q1	$76.8K	Buy	2,238 +9	+0.4%	+$380	0.01%	299
2019 Q4	$101K	Buy	2,229 +7	+0.3%	+$299	0.01%	322
2019 Q3	$97.1K	Buy	+2,222	New	+$98.4K	0.01%	366

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

Evoke Wealth's ETFC Position: Q4 2020 in Review

Evoke Wealth sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 2,259 shares — an estimated $113K sold.

Evoke Wealth first reported a position in ETFC in Q3 2019 and held it in 5 quarters. The position peaked at $113K in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

Evoke Wealth reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
Evoke Wealth sold 2,259 E*Trade Financial Corporation shares in Q4 2020, an estimated $113K.
Evoke Wealth first reported a position in E*Trade Financial Corporation in Q3 2019 and held it in 5 quarters.
Evoke Wealth's E*Trade Financial Corporation position peaked at $113K in Q3 2020.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Evoke Wealth's 13F filing for Q4 2020, filed 12 Feb 2021.