Tarbox Family Office’s E*Trade Financial Corporation ETFC Stock Holding History

Tarbox Family Office’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	-44	Closed	-$2K	–	1221
2020 Q3	$2K	Hold	44	–	–	﹤0.01%	892
2020 Q2	$2K	Sell	44 -272	-86%	-$11.7K	﹤0.01%	883
2020 Q1	$11K	Buy	316 +272	+618%	+$11.5K	﹤0.01%	322
2019 Q4	$2K	Buy	+44	New	+$1.88K	﹤0.01%	903
2014 Q2	–	Sell	-200	Closed	-$4K	–	552
2014 Q1	$4K	Hold	200	–	–	﹤0.01%	353
2013 Q4	$4K	Buy	+200	New	+$3.56K	﹤0.01%	402

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

Tarbox Family Office's ETFC Position: Q4 2020 in Review

Tarbox Family Office sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 44 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in ETFC in Q4 2013 and held it in 6 quarters. The position peaked at $11K in Q1 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

Tarbox Family Office reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
Tarbox Family Office sold 44 E*Trade Financial Corporation shares in Q4 2020, an estimated $2K.
Tarbox Family Office first reported a position in E*Trade Financial Corporation in Q4 2013 and held it in 6 quarters.
Tarbox Family Office's E*Trade Financial Corporation position peaked at $11K in Q1 2020.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Tarbox Family Office's 13F filing for Q4 2020, filed 27 Jan 2021.