Meridian Investment Counsel’s E*Trade Financial Corporation ETFC Stock Holding History

Meridian Investment Counsel’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	-7,400	Closed	-$370K	–	190
2020 Q3	$370K	Hold	7,400	–	–	0.18%	115
2020 Q2	$368K	Hold	7,400	–	–	0.19%	112
2020 Q1	$254K	Hold	7,400	–	–	0.17%	125
2019 Q4	$336K	Hold	7,400	–	–	0.17%	129
2019 Q3	$323K	Hold	7,400	–	–	0.18%	123
2019 Q2	$330K	Hold	7,400	–	–	0.18%	117
2019 Q1	$344K	Hold	7,400	–	–	0.2%	116
2018 Q4	$325K	Hold	7,400	–	–	0.21%	111
2018 Q3	$388K	Hold	7,400	–	–	0.21%	111
2018 Q2	$453K	Sell	7,400 -600	-8%	-$37.1K	0.26%	105
2018 Q1	$443K	Hold	8,000	–	–	0.25%	100
2017 Q4	$397K	Sell	8,000 -400	-5%	-$18.4K	0.21%	111
2017 Q3	$366K	Hold	8,400	–	–	0.21%	117
2017 Q2	$319K	Hold	8,400	–	–	0.19%	134
2017 Q1	$293K	Hold	8,400	–	–	0.18%	139
2016 Q4	$291K	Hold	8,400	–	–	0.19%	135
2016 Q3	$245K	Buy	+8,400	New	+$217K	0.16%	139
2016 Q2	–	Sell	-8,400	Closed	-$206K	–	172
2016 Q1	$206K	Hold	8,400	–	–	0.14%	153
2015 Q4	$249K	Hold	8,400	–	–	0.18%	138
2015 Q3	$221K	Hold	8,400	–	–	0.18%	128
2015 Q2	$252K	Hold	8,400	–	–	0.18%	132
2015 Q1	$240K	Hold	8,400	–	–	0.17%	137
2014 Q4	$204K	Buy	+8,400	New	+$188K	0.15%	140

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

Meridian Investment Counsel's ETFC Position: Q4 2020 in Review

Meridian Investment Counsel sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 7,400 shares — an estimated $370K sold.

Meridian Investment Counsel first reported a position in ETFC in Q4 2014 and held it in 23 quarters. The position peaked at $453K in Q2 2018. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

Meridian Investment Counsel reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
Meridian Investment Counsel sold 7,400 E*Trade Financial Corporation shares in Q4 2020, an estimated $370K.
Meridian Investment Counsel first reported a position in E*Trade Financial Corporation in Q4 2014 and held it in 23 quarters.
Meridian Investment Counsel's E*Trade Financial Corporation position peaked at $453K in Q2 2018.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Meridian Investment Counsel's 13F filing for Q4 2020, filed 3 Feb 2021.