GWM
ETFC

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

Greenwich 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
Q4 		– Sell
-539,889
Closed -$27M – 201
2020
Q3 		$27M Hold
539,889
– – 4.84% 4
2020
Q2 		$26.8M Sell
539,889
-106
-0% -$4.57K 5.13% 3
2020
Q1 		$18.5M Buy
+539,995
New +$22.8M 3.96% 5
2019
Q4 		– Sell
-322,083
Closed -$14.1M – 195
2019
Q3 		$14.1M Buy
322,083
+54,418
+20% +$2.41M 2.75% 9
2019
Q2 		$11.9M Sell
267,665
-161
-0.1% -$7.69K 2.06% 9
2019
Q1 		$12.4M Hold
267,826
– – 2.2% 9
2018
Q4 		$11.8M Buy
+267,826
New +$13.1M 2.34% 8

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

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

Greenwich Wealth Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 539,889 shares — an estimated $27M sold.

Greenwich Wealth Management first reported a position in ETFC in Q4 2018 and held it in 7 quarters. The position peaked at $27M in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Greenwich Wealth Management reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Greenwich Wealth Management sold 539,889 E*Trade Financial Corporation shares in Q4 2020, an estimated $27M.
  • Greenwich Wealth Management first reported a position in E*Trade Financial Corporation in Q4 2018 and held it in 7 quarters.
  • Greenwich Wealth Management's E*Trade Financial Corporation position peaked at $27M in Q3 2020.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Greenwich Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.