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

WESPAC 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	-8,607	Closed	-$431K	–	161
2020 Q3	$431K	Buy	+8,607	New	+$449K	0.53%	66
2018 Q4	–	Sell	-12,368	Closed	-$648K	–	176
2018 Q3	$648K	Buy	12,368 +4,206	+52%	+$247K	0.38%	84
2018 Q2	$499K	Sell	8,162 -4,552	-36%	-$282K	0.51%	69
2018 Q1	$704K	Buy	+12,714	New	+$678K	0.43%	79

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

WESPAC Advisors's ETFC Position: Q4 2020 in Review

WESPAC Advisors sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 8,607 shares — an estimated $431K sold.

WESPAC Advisors first reported a position in ETFC in Q1 2018 and held it in 4 quarters. The position peaked at $704K in Q1 2018. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

WESPAC Advisors reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
WESPAC Advisors sold 8,607 E*Trade Financial Corporation shares in Q4 2020, an estimated $431K.
WESPAC Advisors first reported a position in E*Trade Financial Corporation in Q1 2018 and held it in 4 quarters.
WESPAC Advisors's E*Trade Financial Corporation position peaked at $704K in Q1 2018.
3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on WESPAC Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.