Ackerman Capital Advisors’s Eaton ETN Stock Holding History

Ackerman Capital Advisors’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-2,100	Closed	-$214K	–	129
2020 Q3	$214K	Buy	+2,100	New	+$205K	0.06%	111
2020 Q2	–	Sell	-3,000	Closed	-$233K	–	131
2020 Q1	$233K	Sell	3,000 -3,000	-50%	-$275K	0.09%	76
2019 Q4	$568K	Hold	6,000	–	–	0.17%	69
2019 Q3	$499K	Buy	+6,000	New	+$486K	0.17%	69
2018 Q4	–	Sell	-8,000	Closed	-$694K	–	137
2018 Q3	$694K	Buy	+8,000	New	+$654K	2.4%	8

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ackerman Capital Advisors's ETN Position: Q4 2020 in Review

Ackerman Capital Advisors sold out of Eaton (ETN) in Q4 2020, closing a stake of 2,100 shares — an estimated $214K sold.

Ackerman Capital Advisors first reported a position in ETN in Q3 2018 and held it in 5 quarters. The position peaked at $694K in Q3 2018. 1,230 funds tracked by Wall St. Rank hold ETN as of Q4 2020.

Ackerman Capital Advisors reported no remaining Eaton position as of Q4 2020 after selling out during the quarter.
Ackerman Capital Advisors sold 2,100 Eaton shares in Q4 2020, an estimated $214K.
Ackerman Capital Advisors first reported a position in Eaton in Q3 2018 and held it in 5 quarters.
Ackerman Capital Advisors's Eaton position peaked at $694K in Q3 2018.
1,230 funds tracked by Wall St. Rank held Eaton as of Q4 2020.

Based on Ackerman Capital Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.