FWM
ETFC

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

Focused Wealth 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
Q1 		– Sell
-13,000
Closed -$18K – 815
2019
Q4 		$18K Buy
+13,000
New +$555K ﹤0.01% 428

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

Focused Wealth Management's ETFC Position: Q4 2020 in Review

Focused Wealth Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 5 shares.

Focused Wealth Management first reported a position in ETFC in Q3 2013 and held it in 29 quarters. The position peaked at $11K in Q1 2014. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Focused Wealth Management reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Focused Wealth Management sold 5 E*Trade Financial Corporation shares in Q4 2020.
  • Focused Wealth Management first reported a position in E*Trade Financial Corporation in Q3 2013 and held it in 29 quarters.
  • Focused Wealth Management's E*Trade Financial Corporation position peaked at $11K in Q1 2014.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Focused Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.