FA
ETFC

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

Fortis 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
-1,024
Closed -$51K – 198
2020
Q3 		$51K Buy
1,024
+2
+0.2% +$104 0.05% 104
2020
Q2 		$51K Sell
1,022
-10,221
-91% -$440K 0.05% 116
2020
Q1 		$386K Buy
11,243
+34
+0.3% +$1.44K 0.26% 43
2019
Q4 		$509K Buy
11,209
+35
+0.3% +$1.5K 0.31% 48
2019
Q3 		$488K Buy
11,174
+39
+0.4% +$1.73K 0.23% 46
2019
Q2 		$497K Buy
11,135
+32
+0.3% +$1.53K 0.24% 50
2019
Q1 		$516K Buy
11,103
+32
+0.3% +$1.52K 0.27% 45
2018
Q4 		$486K Buy
11,071
+30
+0.3% +$1.47K 0.29% 38
2018
Q3 		$578K Hold
11,041
– – 0.32% 37
2018
Q2 		$675K Hold
11,041
– – 0.39% 34
2018
Q1 		$612K Hold
11,041
– – 0.34% 33
2017
Q4 		$547K Hold
11,041
– – 0.34% 34
2017
Q3 		$481K Hold
11,041
– – 0.33% 31
2017
Q2 		$420K Buy
11,041
+1,000
+10% +$35.4K 0.33% 34
2017
Q1 		$350K Buy
+10,041
New +$360K 0.32% 37

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

Fortis Advisors's ETFC Position: Q4 2020 in Review

Fortis Advisors sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 1,024 shares — an estimated $51K sold.

Fortis Advisors first reported a position in ETFC in Q1 2017 and held it in 15 quarters. The position peaked at $675K in Q2 2018. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Fortis Advisors reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Fortis Advisors sold 1,024 E*Trade Financial Corporation shares in Q4 2020, an estimated $51K.
  • Fortis Advisors first reported a position in E*Trade Financial Corporation in Q1 2017 and held it in 15 quarters.
  • Fortis Advisors's E*Trade Financial Corporation position peaked at $675K in Q2 2018.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Fortis Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.