TCI Wealth 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 |
-237
| Closed | -$12K | – | 1745 |
|
|
2020
Q3 | $12K | Buy |
237
+5
| +2% | +$261 | ﹤0.01% | 555 |
|
|
2020
Q2 | $12K | Sell |
232
-27
| -10% | -$1.16K | 0.01% | 539 |
|
|
2020
Q1 | $9K | Sell |
259
-267
| -51% | -$11.3K | ﹤0.01% | 608 |
|
|
2019
Q4 | $24K | Buy |
526
+22
| +4% | +$940 | 0.01% | 519 |
|
|
2019
Q3 | $22K | Sell |
504
-6
| -1% | -$266 | 0.01% | 478 |
|
|
2019
Q2 | $23K | Sell |
510
-71
| -12% | -$3.39K | 0.01% | 449 |
|
|
2019
Q1 | $27K | Buy |
581
+55
| +10% | +$2.62K | 0.01% | 443 |
|
|
2018
Q4 | $23K | Sell |
526
-25
| -5% | -$1.23K | 0.01% | 453 |
|
|
2018
Q3 | $29K | Buy |
551
+4
| +0.7% | +$235 | 0.01% | 428 |
|
|
2018
Q2 | $33K | Buy |
547
+4
| +0.7% | +$248 | 0.01% | 399 |
|
|
2018
Q1 | $30K | Hold |
543
| – | – | 0.01% | 409 |
|
|
2017
Q4 | $27K | Hold |
543
| – | – | 0.01% | 443 |
|
|
2017
Q3 | $24K | Hold |
543
| – | – | 0.01% | 436 |
|
|
2017
Q2 | $21K | Hold |
543
| – | – | 0.01% | 460 |
|
|
2017
Q1 | $19K | Hold |
543
| – | – | 0.01% | 456 |
|
|
2016
Q4 | $19K | Hold |
543
| – | – | 0.01% | 504 |
|
|
2016
Q3 | $16K | Hold |
543
| – | – | 0.01% | 482 |
|
|
2016
Q2 | $13K | Hold |
543
| – | – | 0.01% | 515 |
|
|
2016
Q1 | $13K | Sell |
543
-495
| -48% | -$12K | 0.01% | 524 |
|
|
2015
Q4 | $31K | Buy |
1,038
+890
| +601% | +$25.6K | 0.02% | 372 |
|
|
2015
Q3 | $4K | Hold |
148
| – | – | ﹤0.01% | 694 |
|
|
2015
Q2 | $4K | Hold |
148
| – | – | ﹤0.01% | 706 |
|
|
2015
Q1 | $4K | Hold |
148
| – | – | ﹤0.01% | 636 |
|
|
2014
Q4 | $4K | Hold |
148
| – | – | ﹤0.01% | 626 |
|
|
2014
Q3 | $3K | Hold |
148
| – | – | ﹤0.01% | 698 |
|
|
2014
Q2 | $3K | Hold |
148
| – | – | ﹤0.01% | 718 |
|
|
2014
Q1 | $3K | Buy |
148
+66
| +80% | +$1.45K | ﹤0.01% | 679 |
|
|
2013
Q4 | $2K | Hold |
82
| – | – | ﹤0.01% | 740 |
|
|
2013
Q3 | $1K | Hold |
82
| – | – | ﹤0.01% | 748 |
|
|
2013
Q2 | $1K | Buy |
+82
| New | +$904 | ﹤0.01% | 677 |
|
Other funds holding ETFC
TCI Wealth Advisors's ETFC Position: Q4 2020 in Review
TCI Wealth Advisors sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 237 shares — an estimated $12K sold.
TCI Wealth Advisors first reported a position in ETFC in Q2 2013 and held it in 30 quarters. The position peaked at $33K in Q2 2018. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.
- TCI Wealth Advisors reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
- TCI Wealth Advisors sold 237 E*Trade Financial Corporation shares in Q4 2020, an estimated $12K.
- TCI Wealth Advisors first reported a position in E*Trade Financial Corporation in Q2 2013 and held it in 30 quarters.
- TCI Wealth Advisors's E*Trade Financial Corporation position peaked at $33K in Q2 2018.
- 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.
Based on TCI Wealth Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.