GWS
ETFC

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

Glassman Wealth Services’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 – 1600
2020
Q3 		$5K Sell
101
-2
-2% -$104 ﹤0.01% 814
2020
Q2 		$5K Sell
103
-15
-13% -$646 ﹤0.01% 655
2020
Q1 		$4K Sell
118
-139
-54% -$5.88K ﹤0.01% 582
2019
Q4 		$12K Buy
257
+5
+2% +$214 ﹤0.01% 458
2019
Q3 		$11K Sell
252
-3
-1% -$133 ﹤0.01% 442
2019
Q2 		$11K Hold
255
– – ﹤0.01% 450
2019
Q1 		$12K Buy
255
+230
+920% +$10.9K 0.01% 431
2018
Q4 		$1K Buy
25
+9
+56% +$441 ﹤0.01% 731
2018
Q3 		$1K Hold
16
– – ﹤0.01% 780
2018
Q2 		$1K Hold
16
– – ﹤0.01% 767
2018
Q1 		$1K Hold
16
– – ﹤0.01% 702
2017
Q4 		$1K Hold
16
– – ﹤0.01% 639
2017
Q3 		$1K Hold
16
– – ﹤0.01% 523
2017
Q2 		$1K Sell
16
-3
-16% -$106 ﹤0.01% 514
2017
Q1 		$1K Buy
19
+3
+19% +$108 ﹤0.01% 544
2016
Q4 		$1K Sell
16
-245
-94% -$7.82K ﹤0.01% 594
2016
Q3 		$8K Buy
261
+16
+7% +$414 0.01% 327
2016
Q2 		$6K Hold
245
– – 0.01% 373
2016
Q1 		$6K Hold
245
– – 0.01% 362
2015
Q4 		$7K Hold
245
– – 0.01% 351
2015
Q3 		$6K Hold
245
– – 0.01% 352
2015
Q2 		$7K Hold
245
– – 0.01% 364
2015
Q1 		$7K Sell
245
-1
-0.4% -$25 0.01% 371
2014
Q4 		$6K Buy
+246
New +$5.51K ﹤0.01% 419

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

Glassman Wealth Services's ETFC Position: Q4 2020 in Review

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

Glassman Wealth Services first reported a position in ETFC in Q4 2014 and held it in 24 quarters. The position peaked at $12K in Q4 2019. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Glassman Wealth Services reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 101 E*Trade Financial Corporation shares in Q4 2020, an estimated $5K.
  • Glassman Wealth Services first reported a position in E*Trade Financial Corporation in Q4 2014 and held it in 24 quarters.
  • Glassman Wealth Services's E*Trade Financial Corporation position peaked at $12K in Q4 2019.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Glassman Wealth Services's 13F filing for Q4 2020, filed 4 Feb 2021.