Valeo Financial Advisors
ETFC

Valeo Financial Advisors’s E*Trade Financial Corporation ETFC Stock Holding History

Valeo Financial Advisors’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
-1,051
Closed -$53K – 1939
2020
Q3 		$53K Sell
1,051
-257
-20% -$13.4K ﹤0.01% 656
2020
Q2 		$65K Buy
1,308
+1,155
+755% +$49.8K 0.01% 634
2020
Q1 		$6K Buy
153
+63
+70% +$2.66K ﹤0.01% 1276
2019
Q4 		$4K Hold
90
– – ﹤0.01% 1367
2019
Q3 		$4K Sell
90
-1,000
-92% -$44.3K ﹤0.01% 1288
2019
Q2 		$49K Hold
1,090
– – 0.01% 610
2019
Q1 		$51K Buy
1,090
+1,000
+1,111% +$47.6K 0.01% 550
2018
Q4 		$4K Hold
90
– – ﹤0.01% 1177
2018
Q3 		$4K Sell
90
-1,210
-93% -$71K ﹤0.01% 1309
2018
Q2 		$78K Sell
1,300
-2,816
-68% -$174K 0.01% 450
2018
Q1 		$228K Buy
4,116
+91
+2% +$4.85K 0.04% 240
2017
Q4 		$200K Buy
4,025
+900
+29% +$41.3K 0.03% 242
2017
Q3 		$136K Buy
+3,125
New +$127K 0.03% 248

Other funds holding ETFC

CIC
Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Valeo Financial Advisors's ETFC Position: Q4 2020 in Review

Valeo Financial Advisors sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 1,051 shares — an estimated $53K sold.

Valeo Financial Advisors first reported a position in ETFC in Q3 2017 and held it in 13 quarters. The position peaked at $228K in Q1 2018. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Valeo Financial Advisors reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,051 E*Trade Financial Corporation shares in Q4 2020, an estimated $53K.
  • Valeo Financial Advisors first reported a position in E*Trade Financial Corporation in Q3 2017 and held it in 13 quarters.
  • Valeo Financial Advisors's E*Trade Financial Corporation position peaked at $228K in Q1 2018.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.