KCS Wealth Advisory’s E*Trade Financial Corporation ETFC Stock Holding History

KCS Wealth 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	-6,921	Closed	-$346K	–	155
2020 Q3	$346K	Sell	6,921 -163	-2%	-$8.5K	0.28%	107
2020 Q2	$352K	Buy	7,084 +283	+4%	+$12.2K	0.29%	106
2020 Q1	$233K	Buy	+6,801	New	+$287K	0.24%	118
2019 Q4	–	Sell	-11	Closed	-$481	–	444
2019 Q3	$481	Buy	+11	New	+$487	﹤0.01%	447

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

KCS Wealth Advisory's ETFC Position: Q4 2020 in Review

KCS Wealth Advisory sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 6,921 shares — an estimated $346K sold.

KCS Wealth Advisory first reported a position in ETFC in Q3 2019 and held it in 4 quarters. The position peaked at $352K in Q2 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

KCS Wealth Advisory reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
KCS Wealth Advisory sold 6,921 E*Trade Financial Corporation shares in Q4 2020, an estimated $346K.
KCS Wealth Advisory first reported a position in E*Trade Financial Corporation in Q3 2019 and held it in 4 quarters.
KCS Wealth Advisory's E*Trade Financial Corporation position peaked at $352K in Q2 2020.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on KCS Wealth Advisory's 13F filing for Q4 2020, filed 28 Jan 2021.