Point View Wealth Management’s E*Trade Financial Corporation ETFC Stock Holding History

Point View Wealth Management’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	-4,993	Closed	-$250K	–	278
2020 Q3	$250K	Hold	4,993	–	–	0.12%	210
2020 Q2	$248K	Sell	4,993 -1,379	-22%	-$59.4K	0.12%	211
2020 Q1	$219K	Buy	+6,372	New	+$269K	0.12%	209
2019 Q4	–	Sell	-6,572	Closed	-$287K	–	282
2019 Q3	$287K	Hold	6,572	–	–	0.13%	205
2019 Q2	$293K	Sell	6,572 -2,988	-31%	-$143K	0.12%	204
2019 Q1	$444K	Buy	9,560 +2,560	+37%	+$122K	0.2%	152
2018 Q4	$307K	Sell	7,000 -158	-2%	-$7.74K	0.15%	177
2018 Q3	$375K	Hold	7,158	–	–	0.17%	168
2018 Q2	$438K	Hold	7,158	–	–	0.2%	154
2018 Q1	$397K	Buy	7,158 +2,620	+58%	+$140K	0.19%	158
2017 Q4	$225K	Buy	+4,538	New	+$208K	0.11%	215

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

Point View Wealth Management's ETFC Position: Q4 2020 in Review

Point View Wealth Management sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 4,993 shares — an estimated $250K sold.

Point View Wealth Management first reported a position in ETFC in Q4 2017 and held it in 11 quarters. The position peaked at $444K in Q1 2019. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

Point View Wealth Management reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
Point View Wealth Management sold 4,993 E*Trade Financial Corporation shares in Q4 2020, an estimated $250K.
Point View Wealth Management first reported a position in E*Trade Financial Corporation in Q4 2017 and held it in 11 quarters.
Point View Wealth Management's E*Trade Financial Corporation position peaked at $444K in Q1 2019.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.