LNWWM
ETFC

Laird Norton Wetherby Wealth Management’s E*Trade Financial Corporation ETFC Stock Holding History

Laird Norton Wetherby Wealth 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
-4,717
Closed -$236K – 931
2020
Q3 		$236K Sell
4,717
-4
-0.1% -$209 0.02% 600
2020
Q2 		$235K Buy
+4,721
New +$203K 0.02% 596
2019
Q4 		– Sell
-4,874
Closed -$213K – 731
2019
Q3 		$213K Buy
4,874
+268
+6% +$11.9K 0.02% 642
2019
Q2 		$205K Buy
4,606
+25
+0.5% +$1.19K 0.02% 640
2019
Q1 		$213K Sell
4,581
-77
-2% -$3.67K 0.03% 604
2018
Q4 		$204K Buy
4,658
+8
+0.2% +$392 0.03% 583
2018
Q3 		$244K Sell
4,650
-32
-0.7% -$1.88K 0.03% 562
2018
Q2 		$286K Buy
4,682
+144
+3% +$8.91K 0.04% 489
2018
Q1 		$251K Hold
4,538
– – 0.03% 529
2017
Q4 		$225K Buy
+4,538
New +$208K 0.03% 561

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

Laird Norton Wetherby Wealth Management's ETFC Position: Q4 2020 in Review

Laird Norton Wetherby Wealth Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 4,717 shares — an estimated $236K sold.

Laird Norton Wetherby Wealth Management first reported a position in ETFC in Q4 2017 and held it in 10 quarters. The position peaked at $286K in Q2 2018. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Laird Norton Wetherby Wealth Management reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 4,717 E*Trade Financial Corporation shares in Q4 2020, an estimated $236K.
  • Laird Norton Wetherby Wealth Management first reported a position in E*Trade Financial Corporation in Q4 2017 and held it in 10 quarters.
  • Laird Norton Wetherby Wealth Management's E*Trade Financial Corporation position peaked at $286K in Q2 2018.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.