MPS Loria Financial Planners’s E*Trade Financial Corporation ETFC Stock Holding History

MPS Loria Financial Planners’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	-910	Closed	-$46K	–	649
2020 Q3	$46K	Buy	910 +3	+0.3%	+$157	0.02%	151
2020 Q2	$45K	Buy	+907	New	+$39.1K	0.02%	150
2017 Q3	–	Sell	-300	Closed	-$12K	–	371
2017 Q2	$12K	Buy	+300	New	+$10.6K	0.01%	283

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

MPS Loria Financial Planners's ETFC Position: Q4 2020 in Review

MPS Loria Financial Planners sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 910 shares — an estimated $46K sold.

MPS Loria Financial Planners first reported a position in ETFC in Q2 2017 and held it in 3 quarters. The position peaked at $46K in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

MPS Loria Financial Planners reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
MPS Loria Financial Planners sold 910 E*Trade Financial Corporation shares in Q4 2020, an estimated $46K.
MPS Loria Financial Planners first reported a position in E*Trade Financial Corporation in Q2 2017 and held it in 3 quarters.
MPS Loria Financial Planners's E*Trade Financial Corporation position peaked at $46K in Q3 2020.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on MPS Loria Financial Planners's 13F filing for Q4 2020, filed 2 Feb 2021.