HIA
ETFC

Harbor Investment Advisory’s E*Trade Financial Corporation ETFC Stock Holding History

Harbor Investment Advisory’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
-173
Closed -$9K – 1273
2020
Q3 		$9K Buy
173
+97
+128% +$5.06K ﹤0.01% 879
2020
Q2 		$4K Buy
+76
New +$3.27K ﹤0.01% 917

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

Harbor Investment Advisory's ETFC Position: Q4 2020 in Review

Harbor Investment Advisory sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 173 shares — an estimated $9K sold.

Harbor Investment Advisory first reported a position in ETFC in Q2 2020 and held it in 2 quarters. The position peaked at $9K in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Harbor Investment Advisory reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Harbor Investment Advisory sold 173 E*Trade Financial Corporation shares in Q4 2020, an estimated $9K.
  • Harbor Investment Advisory first reported a position in E*Trade Financial Corporation in Q2 2020 and held it in 2 quarters.
  • Harbor Investment Advisory's E*Trade Financial Corporation position peaked at $9K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Harbor Investment Advisory's 13F filing for Q4 2020, filed 4 Feb 2021.