Aevitas Wealth Management’s Eaton ETN Stock Holding History

Aevitas Wealth Management’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
2018 Q2	–	Sell	-231	Closed	-$18K	–	448
2018 Q1	$18K	Buy	231 +2	+0.9%	+$164	0.02%	264
2017 Q4	$18K	Buy	+229	New	+$17.8K	0.02%	265

Other funds holding ETN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aevitas Wealth Management's ETN Position: Q2 2018 in Review

Aevitas Wealth Management sold out of Eaton (ETN) in Q2 2018, closing a stake of 231 shares — an estimated $18K sold.

Aevitas Wealth Management first reported a position in ETN in Q4 2017 and held it in 2 quarters. The position peaked at $18K in Q1 2018. 1,006 funds tracked by Wall St. Rank hold ETN as of Q2 2018.

Aevitas Wealth Management reported no remaining Eaton position as of Q2 2018 after selling out during the quarter.
Aevitas Wealth Management sold 231 Eaton shares in Q2 2018, an estimated $18K.
Aevitas Wealth Management first reported a position in Eaton in Q4 2017 and held it in 2 quarters.
Aevitas Wealth Management's Eaton position peaked at $18K in Q1 2018.
1,006 funds tracked by Wall St. Rank held Eaton as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.