SPIA
ETFC

Steward Partners Investment Advisory’s E*Trade Financial Corporation ETFC Stock Holding History

Steward Partners Investment Advisory’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
-601
Closed -$30K – 3074
2020
Q3 		$30K Hold
601
– – ﹤0.01% 1731
2020
Q2 		$30K Buy
601
+75
+14% +$3.23K ﹤0.01% 1622
2020
Q1 		$18K Sell
526
-154
-23% -$6.51K ﹤0.01% 1658
2019
Q4 		$30K Sell
680
-380
-36% -$16.2K ﹤0.01% 1633
2019
Q3 		$46K Sell
1,060
-2,260
-68% -$100K ﹤0.01% 1394
2019
Q2 		$148K Buy
+3,320
New +$159K 0.01% 911
2018
Q4 		– Sell
-4,003
Closed -$210K – 2461
2018
Q3 		$210K Buy
4,003
+566
+16% +$33.2K 0.01% 705
2018
Q2 		$210K Buy
3,437
+492
+17% +$30.5K 0.01% 644
2018
Q1 		$163K Buy
2,945
+1,295
+78% +$69K 0.01% 655
2017
Q4 		$81K Buy
+1,650
New +$75.7K 0.01% 692
2017
Q2 		– Sell
-104
Closed -$3K – 1734
2017
Q1 		$3K Hold
104
– – ﹤0.01% 1272
2016
Q4 		$3K Buy
+104
New +$3.32K ﹤0.01% 733

Other funds holding ETFC

CIC
Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Steward Partners Investment Advisory's ETFC Position: Q4 2020 in Review

Steward Partners Investment Advisory sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 601 shares — an estimated $30K sold.

Steward Partners Investment Advisory first reported a position in ETFC in Q4 2016 and held it in 12 quarters. The position peaked at $210K in Q3 2018. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Steward Partners Investment Advisory reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 601 E*Trade Financial Corporation shares in Q4 2020, an estimated $30K.
  • Steward Partners Investment Advisory first reported a position in E*Trade Financial Corporation in Q4 2016 and held it in 12 quarters.
  • Steward Partners Investment Advisory's E*Trade Financial Corporation position peaked at $210K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2020, filed 11 Feb 2021.