Berman Capital Advisors’s Eaton ETN Stock Holding History

Berman 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
2021 Q3	$722K	Buy	4,845 +479	+11%	+$76.6K	0.11%	98
2021 Q2	$646K	Buy	4,366 +219	+5%	+$31.6K	0.1%	97
2021 Q1	$573K	Buy	4,147 +214	+5%	+$27.6K	0.12%	90
2020 Q4	$471K	Buy	3,933 +52	+1%	+$5.88K	0.11%	90
2020 Q3	$394K	Buy	3,881 +2,631	+210%	+$257K	0.11%	82
2020 Q2	$108K	Buy	1,250 +406	+48%	+$33.4K	0.03%	217
2020 Q1	$64K	Buy	844 +223	+36%	+$20.4K	0.02%	253
2019 Q4	$58K	Buy	621 +35	+6%	+$3.11K	0.02%	295
2019 Q3	$48K	Hold	586	–	–	0.02%	312
2019 Q2	$48K	Hold	586	–	–	0.02%	309
2019 Q1	$46K	Buy	586 +103	+21%	+$7.85K	0.02%	284
2018 Q4	$32K	Buy	+483	New	+$36.1K	0.01%	304

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's ETN Position: Q3 2021 in Review

Berman Capital Advisors increased its Eaton (ETN) stake by 11% in Q3 2021, buying an estimated $76.6K and bringing the position to 4,845 shares worth $722K. The position accounts for 0.11% of the portfolio, ranked #98.

Berman Capital Advisors first reported a position in ETN in Q4 2018 and has held it in 12 quarters since. 1,345 funds tracked by Wall St. Rank hold ETN as of Q3 2021.

Berman Capital Advisors held 4,845 shares of Eaton worth $722K as of Q3 2021.
Berman Capital Advisors bought 479 Eaton shares in Q3 2021, an estimated $76.6K.
Eaton made up 0.11% of Berman Capital Advisors's portfolio in Q3 2021, its #98 holding.
Berman Capital Advisors first reported a position in Eaton in Q4 2018 and has held it in 12 quarters since.
1,345 funds tracked by Wall St. Rank held Eaton as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.