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

Havens 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	-24,689	Closed	-$1.24M	–	50
2020 Q3	$1.24M	Buy	24,689 +9,062	+58%	+$473K	1.14%	20
2020 Q2	$777K	Buy	+15,627	New	+$673K	1.16%	19

Other funds holding ETFC

CIC

Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Havens Advisors's ETFC Position: Q4 2020 in Review

Havens Advisors sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 24,689 shares — an estimated $1.24M sold.

Havens Advisors first reported a position in ETFC in Q2 2020 and held it in 2 quarters. The position peaked at $1.24M in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

Havens Advisors reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
Havens Advisors sold 24,689 E*Trade Financial Corporation shares in Q4 2020, an estimated $1.24M.
Havens Advisors first reported a position in E*Trade Financial Corporation in Q2 2020 and held it in 2 quarters.
Havens Advisors's E*Trade Financial Corporation position peaked at $1.24M in Q3 2020.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Havens Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.