Plante Moran Financial Advisors’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 |
-38
| Closed | -$2K | – | 1044 |
|
|
2020
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 798 |
|
|
2020
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 688 |
|
|
2020
Q1 | $1K | Hold |
38
| – | – | ﹤0.01% | 719 |
|
|
2019
Q4 | $2K | Sell |
38
-241
| -86% | -$10.3K | ﹤0.01% | 710 |
|
|
2019
Q3 | $12K | Buy |
279
+242
| +654% | +$10.7K | ﹤0.01% | 567 |
|
|
2019
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 749 |
|
|
2019
Q1 | $2K | Sell |
37
-100
| -73% | -$4.76K | ﹤0.01% | 738 |
|
|
2018
Q4 | $6K | Buy |
137
+100
| +270% | +$4.9K | ﹤0.01% | 583 |
|
|
2018
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 719 |
|
|
2018
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 747 |
|
|
2018
Q1 | $2K | Sell |
37
-339
| -90% | -$18.1K | ﹤0.01% | 877 |
|
|
2017
Q4 | $19K | Buy |
376
+339
| +916% | +$15.6K | 0.01% | 511 |
|
|
2017
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 744 |
|
|
2017
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 813 |
|
|
2017
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 854 |
|
|
2016
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 947 |
|
|
2016
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 912 |
|
|
2016
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 882 |
|
|
2016
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 825 |
|
|
2015
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 929 |
|
|
2015
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 690 |
|
|
2015
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 708 |
|
|
2015
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 702 |
|
|
2014
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 793 |
|
|
2014
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 775 |
|
|
2014
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 809 |
|
|
2014
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 598 |
|
|
2013
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 672 |
|
|
2013
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 612 |
|
|
2013
Q2 | $0 | Buy |
+37
| New | +$408 | ﹤0.01% | 596 |
|
Other funds holding ETFC
Plante Moran Financial Advisors's ETFC Position: Q4 2020 in Review
Plante Moran Financial Advisors sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 38 shares — an estimated $2K sold.
Plante Moran Financial Advisors first reported a position in ETFC in Q2 2013 and held it in 30 quarters. The position peaked at $19K in Q4 2017. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.
- Plante Moran Financial Advisors reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
- Plante Moran Financial Advisors sold 38 E*Trade Financial Corporation shares in Q4 2020, an estimated $2K.
- Plante Moran Financial Advisors first reported a position in E*Trade Financial Corporation in Q2 2013 and held it in 30 quarters.
- Plante Moran Financial Advisors's E*Trade Financial Corporation position peaked at $19K in Q4 2017.
- 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.
Based on Plante Moran Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.