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

Oakworth 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	-1,500	Closed	-$75K	–	615
2020 Q3	$75K	Hold	1,500	–	–	0.01%	235
2020 Q2	$75K	Hold	1,500	–	–	0.01%	227
2020 Q1	$51K	Hold	1,500	–	–	0.01%	247
2019 Q4	$70K	Hold	1,500	–	–	0.01%	261
2019 Q3	$66K	Sell	1,500 -17	-1%	-$753	0.01%	263
2019 Q2	$68K	Buy	1,517 +17	+1%	+$812	0.01%	282
2019 Q1	$70K	Hold	1,500	–	–	0.01%	265
2018 Q4	$66K	Buy	+1,500	New	+$73.5K	0.02%	261

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

Oakworth Capital's ETFC Position: Q4 2020 in Review

Oakworth Capital sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 1,500 shares — an estimated $75K sold.

Oakworth Capital first reported a position in ETFC in Q4 2018 and held it in 8 quarters. The position peaked at $75K in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

Oakworth Capital reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
Oakworth Capital sold 1,500 E*Trade Financial Corporation shares in Q4 2020, an estimated $75K.
Oakworth Capital first reported a position in E*Trade Financial Corporation in Q4 2018 and held it in 8 quarters.
Oakworth Capital's E*Trade Financial Corporation position peaked at $75K in Q3 2020.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Oakworth Capital's 13F filing for Q4 2020, filed 12 Feb 2021.