V
ETFC

Veritable’s E*Trade Financial Corporation ETFC Stock Holding History

Veritable’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
-6,290
Closed -$315K – 818
2020
Q3 		$315K Sell
6,290
-202
-3% -$10.5K 0.01% 563
2020
Q2 		$323K Sell
6,492
-260
-4% -$11.2K 0.01% 580
2020
Q1 		$232K Buy
6,752
+664
+11% +$28.1K 0.01% 638
2019
Q4 		$276K Buy
6,088
+207
+4% +$8.84K 0.01% 704
2019
Q3 		$257K Sell
5,881
-358
-6% -$15.8K 0.01% 693
2019
Q2 		$278K Buy
6,239
+167
+3% +$7.98K 0.01% 669
2019
Q1 		$282K Buy
6,072
+45
+0.7% +$2.14K 0.01% 667
2018
Q4 		$264K Sell
6,027
-74
-1% -$3.63K 0.01% 638
2018
Q3 		$320K Hold
6,101
– – 0.01% 628
2018
Q2 		$373K Hold
6,101
– – 0.01% 570
2018
Q1 		$338K Buy
6,101
+312
+5% +$16.6K 0.01% 601
2017
Q4 		$287K Sell
5,789
-58
-1% -$2.66K 0.01% 646
2017
Q3 		$255K Hold
5,847
– – 0.01% 659
2017
Q2 		$222K Buy
5,847
+50
+0.9% +$1.77K 0.01% 700
2017
Q1 		$202K Hold
5,797
– – ﹤0.01% 719
2016
Q4 		$201K Buy
+5,797
New +$185K ﹤0.01% 702

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

Veritable's ETFC Position: Q4 2020 in Review

Veritable sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 6,290 shares — an estimated $315K sold.

Veritable first reported a position in ETFC in Q4 2016 and held it in 16 quarters. The position peaked at $373K in Q2 2018. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Veritable reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Veritable sold 6,290 E*Trade Financial Corporation shares in Q4 2020, an estimated $315K.
  • Veritable first reported a position in E*Trade Financial Corporation in Q4 2016 and held it in 16 quarters.
  • Veritable's E*Trade Financial Corporation position peaked at $373K in Q2 2018.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

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