Patriot Financial Group Insurance Agency’s E*Trade Financial Corporation ETFC Stock Holding History

Patriot Financial Group Insurance Agency’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	-17	Closed	-$1K	–	2065
2020 Q3	$1K	Hold	17	–	–	﹤0.01%	1654
2020 Q2	$1K	Buy	+17	New	+$732	﹤0.01%	1633
2020 Q1	–	Sell	-27	Closed	-$1K	–	1813
2019 Q4	$1K	Buy	27 +4	+17%	+$171	﹤0.01%	1298
2019 Q3	$1K	Buy	+23	New	+$1.02K	﹤0.01%	1278

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

Patriot Financial Group Insurance Agency's ETFC Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 17 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in ETFC in Q3 2019 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

Patriot Financial Group Insurance Agency reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 17 E*Trade Financial Corporation shares in Q4 2020, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in E*Trade Financial Corporation in Q3 2019 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's E*Trade Financial Corporation position peaked at $1K in Q3 2020.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.