WT
ETFC

Whittier Trust’s E*Trade Financial Corporation ETFC Stock Holding History

Whittier Trust’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
-265
Closed -$13K – 1520
2020
Q3 		$13K Hold
265
– – ﹤0.01% 1093
2020
Q2 		$13K Hold
265
– – ﹤0.01% 1035
2020
Q1 		$9K Buy
265
+109
+70% +$4.61K ﹤0.01% 1128
2019
Q4 		$7K Buy
156
+50
+47% +$2.14K ﹤0.01% 1197
2019
Q3 		$5K Buy
+106
New +$4.69K ﹤0.01% 1266

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

Whittier Trust's ETFC Position: Q4 2020 in Review

Whittier Trust sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 265 shares — an estimated $13K sold.

Whittier Trust first reported a position in ETFC in Q3 2019 and held it in 5 quarters. The position peaked at $13K in Q3 2020. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Whittier Trust reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Whittier Trust sold 265 E*Trade Financial Corporation shares in Q4 2020, an estimated $13K.
  • Whittier Trust first reported a position in E*Trade Financial Corporation in Q3 2019 and held it in 5 quarters.
  • Whittier Trust's E*Trade Financial Corporation position peaked at $13K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Whittier Trust's 13F filing for Q4 2020, filed 29 Jan 2021.