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

Evolution Wealth Advisors’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	-101	Closed	-$5K	–	656
2020 Q3	$5K	Hold	101	–	–	﹤0.01%	446
2020 Q2	$5K	Buy	+101	New	+$4.35K	﹤0.01%	377
2019 Q4	–	Sell	-50	Closed	-$2K	–	718
2019 Q3	$2K	Buy	+50	New	+$2.21K	﹤0.01%	452

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

Evolution Wealth Advisors's ETFC Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 101 shares — an estimated $5K sold.

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

Evolution Wealth Advisors reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
Evolution Wealth Advisors sold 101 E*Trade Financial Corporation shares in Q4 2020, an estimated $5K.
Evolution Wealth Advisors first reported a position in E*Trade Financial Corporation in Q3 2019 and held it in 3 quarters.
Evolution Wealth Advisors's E*Trade Financial Corporation position peaked at $5K in Q3 2020.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.