NC
ETFC

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

NewSquare Capital’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
-86
Closed -$4K – 402
2020
Q3 		$4K Hold
86
– – ﹤0.01% 276
2020
Q2 		$4K Hold
86
– – ﹤0.01% 280
2020
Q1 		$3K Hold
86
– – ﹤0.01% 308
2019
Q4 		$4K Hold
86
– – ﹤0.01% 271
2019
Q3 		$4K Hold
86
– – ﹤0.01% 241
2019
Q2 		$4K Hold
86
– – ﹤0.01% 309
2019
Q1 		$4K Sell
86
-86
-50% -$4.09K ﹤0.01% 288
2018
Q4 		$8K Buy
+172
New +$8.43K ﹤0.01% 242
2018
Q3 		– Sell
-2,740
Closed -$163K – 341
2018
Q2 		$163K Buy
+2,740
New +$170K 0.03% 129

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

NewSquare Capital's ETFC Position: Q4 2020 in Review

NewSquare Capital sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 86 shares — an estimated $4K sold.

NewSquare Capital first reported a position in ETFC in Q2 2018 and held it in 9 quarters. The position peaked at $163K in Q2 2018. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • NewSquare Capital reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • NewSquare Capital sold 86 E*Trade Financial Corporation shares in Q4 2020, an estimated $4K.
  • NewSquare Capital first reported a position in E*Trade Financial Corporation in Q2 2018 and held it in 9 quarters.
  • NewSquare Capital's E*Trade Financial Corporation position peaked at $163K in Q2 2018.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on NewSquare Capital's 13F filing for Q4 2020, filed 4 Feb 2021.