Next Financial Group’s E*Trade Financial Corporation ETFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-122
| Closed | -$6K | – | 2472 |
|
|
2020
Q3 | $6K | Buy |
+122
| New | +$6.37K | ﹤0.01% | 1811 |
|
|
2020
Q2 | – | Sell |
-105
| Closed | -$4K | – | 2123 |
|
|
2020
Q1 | $4K | Hold |
105
| – | – | ﹤0.01% | 1805 |
|
|
2019
Q4 | $5K | Hold |
105
| – | – | ﹤0.01% | 1990 |
|
|
2019
Q3 | $5K | Hold |
105
| – | – | ﹤0.01% | 1931 |
|
|
2019
Q2 | $5K | Buy |
+105
| New | +$5.02K | ﹤0.01% | 1921 |
|
|
2019
Q1 | – | Sell |
-30
| Closed | -$1K | – | 2243 |
|
|
2018
Q4 | $1K | Buy |
+30
| New | +$1.47K | ﹤0.01% | 1921 |
|
|
2017
Q4 | – | Sell |
-120
| Closed | -$5K | – | 1603 |
|
|
2017
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 1445 |
|
|
2017
Q2 | $5K | Hold |
120
| – | – | ﹤0.01% | 1573 |
|
|
2017
Q1 | $4K | Buy |
+120
| New | +$4.3K | ﹤0.01% | 1593 |
|
|
2016
Q1 | – | Sell |
-20
| Closed | – | – | 1912 |
|
|
2015
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 1987 |
|
|
2015
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 2004 |
|
|
2015
Q2 | $0 | Sell |
20
-4
| -17% | -$118 | ﹤0.01% | 2001 |
|
|
2015
Q1 | $0 | Hold |
24
| – | – | ﹤0.01% | 1996 |
|
|
2014
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 1852 |
|
|
2014
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 2466 |
|
|
2014
Q2 | $1K | Buy |
+24
| New | +$504 | ﹤0.01% | 1178 |
|
Other funds holding ETFC
Next Financial Group's ETFC Position: Q4 2020 in Review
Next Financial Group sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 122 shares — an estimated $6K sold.
Next Financial Group first reported a position in ETFC in Q2 2014 and held it in 16 quarters. The position peaked at $6K in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.
- Next Financial Group reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
- Next Financial Group sold 122 E*Trade Financial Corporation shares in Q4 2020, an estimated $6K.
- Next Financial Group first reported a position in E*Trade Financial Corporation in Q2 2014 and held it in 16 quarters.
- Next Financial Group's E*Trade Financial Corporation position peaked at $6K in Q3 2020.
- 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.
Based on Next Financial Group's 13F filing for Q4 2020, filed 5 Feb 2021.