HR
ETFC

Howe & Rusling’s E*Trade Financial Corporation ETFC Stock Holding History

Howe & Rusling’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
-189
Closed -$9K – 1033
2020
Q3 		$9K Hold
189
– – ﹤0.01% 466
2020
Q2 		$9K Sell
189
-127
-40% -$5.47K ﹤0.01% 456
2020
Q1 		$11K Sell
316
-61
-16% -$2.58K ﹤0.01% 415
2019
Q4 		$17K Sell
377
-71
-16% -$3.03K ﹤0.01% 403
2019
Q3 		$20K Buy
448
+8
+2% +$354 ﹤0.01% 388
2019
Q2 		$20K Sell
440
-16
-4% -$764 ﹤0.01% 375
2019
Q1 		$21K Sell
456
-4
-0.9% -$190 ﹤0.01% 375
2018
Q4 		$20K Sell
460
-74
-14% -$3.63K ﹤0.01% 357
2018
Q3 		$28K Buy
534
+107
+25% +$6.28K ﹤0.01% 347
2018
Q2 		$26K Sell
427
-56
-12% -$3.47K ﹤0.01% 328
2018
Q1 		$27K Sell
483
-108
-18% -$5.76K ﹤0.01% 347
2017
Q4 		$29K Buy
591
+188
+47% +$8.63K 0.01% 350
2017
Q3 		$18K Buy
403
+206
+105% +$8.37K ﹤0.01% 394
2017
Q2 		$7K Buy
+197
New +$6.97K ﹤0.01% 568

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

Howe & Rusling's ETFC Position: Q4 2020 in Review

Howe & Rusling sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 189 shares — an estimated $9K sold.

Howe & Rusling first reported a position in ETFC in Q2 2017 and held it in 14 quarters. The position peaked at $29K in Q4 2017. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Howe & Rusling reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Howe & Rusling sold 189 E*Trade Financial Corporation shares in Q4 2020, an estimated $9K.
  • Howe & Rusling first reported a position in E*Trade Financial Corporation in Q2 2017 and held it in 14 quarters.
  • Howe & Rusling's E*Trade Financial Corporation position peaked at $29K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Howe & Rusling's 13F filing for Q4 2020, filed 8 Feb 2021.