Sowell Financial Services’s E*Trade Financial Corporation ETFC Stock Holding History

Sowell Financial Services’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	-482	Closed	-$24K	–	2956
2020 Q3	$24K	Buy	482 +49	+11%	+$2.56K	﹤0.01%	1489
2020 Q2	$22K	Sell	433 -191	-31%	-$8.23K	﹤0.01%	1434
2020 Q1	$21K	Sell	624 -316	-34%	-$13.4K	﹤0.01%	1386
2019 Q4	$43K	Sell	940 -488	-34%	-$20.8K	﹤0.01%	1194
2019 Q3	$62K	Buy	+1,428	New	+$63.2K	0.01%	948

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

Sowell Financial Services's ETFC Position: Q4 2020 in Review

Sowell Financial Services sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 482 shares — an estimated $24K sold.

Sowell Financial Services first reported a position in ETFC in Q3 2019 and held it in 5 quarters. The position peaked at $62K in Q3 2019. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

Sowell Financial Services reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
Sowell Financial Services sold 482 E*Trade Financial Corporation shares in Q4 2020, an estimated $24K.
Sowell Financial Services first reported a position in E*Trade Financial Corporation in Q3 2019 and held it in 5 quarters.
Sowell Financial Services's E*Trade Financial Corporation position peaked at $62K in Q3 2019.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.