Jacobi Capital Management’s E*Trade Financial Corporation ETFC Stock Holding History

Jacobi Capital 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	-104	Closed	-$5K	–	1411
2020 Q3	$5K	Hold	104	–	–	﹤0.01%	963
2020 Q2	$5K	Hold	104	–	–	﹤0.01%	934
2020 Q1	$4K	Hold	104	–	–	﹤0.01%	884
2019 Q4	$5K	Hold	104	–	–	﹤0.01%	865
2019 Q3	$5K	Hold	104	–	–	﹤0.01%	852
2019 Q2	$5K	Hold	104	–	–	﹤0.01%	852
2019 Q1	$5K	Buy	+104	New	+$4.95K	﹤0.01%	808

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

Jacobi Capital Management's ETFC Position: Q4 2020 in Review

Jacobi Capital Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 104 shares — an estimated $5K sold.

Jacobi Capital Management first reported a position in ETFC in Q1 2019 and held it in 7 quarters. The position peaked at $5K in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

Jacobi Capital Management reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
Jacobi Capital Management sold 104 E*Trade Financial Corporation shares in Q4 2020, an estimated $5K.
Jacobi Capital Management first reported a position in E*Trade Financial Corporation in Q1 2019 and held it in 7 quarters.
Jacobi Capital Management's E*Trade Financial Corporation position peaked at $5K in Q3 2020.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Jacobi Capital Management's 13F filing for Q4 2020, filed 8 Feb 2021.