Braver Wealth Management’s Eaton ETN Stock Holding History

Braver 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
2016 Q4	$2.52M	Buy	37,539 +1,282	+4%	+$84.1K	0.41%	70
2016 Q3	$2.38M	Sell	36,257 -17,695	-33%	-$1.14M	0.4%	70
2016 Q2	$3.22M	Sell	53,952 -1,184	-2%	-$72.7K	0.55%	50
2016 Q1	$3.45M	Buy	55,136 +6,629	+14%	+$366K	0.57%	51
2015 Q4	$2.52M	Sell	48,507 -30,356	-38%	-$1.64M	0.52%	52
2015 Q3	$4.05M	Buy	+78,863	New	+$4.66M	1%	26

Other funds holding ETN

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Braver Wealth Management's ETN Position: Q4 2016 in Review

Braver Wealth Management increased its Eaton (ETN) stake by 3.5% in Q4 2016, buying an estimated $84.1K and bringing the position to 37,539 shares worth $2.52M. The position accounts for 0.41% of the portfolio, ranked #70.

Braver Wealth Management first reported a position in ETN in Q3 2015 and has held it in 6 quarters since. The position peaked at $4.05M in Q3 2015. 843 funds tracked by Wall St. Rank hold ETN as of Q4 2016.

Braver Wealth Management held 37,539 shares of Eaton worth $2.52M as of Q4 2016.
Braver Wealth Management bought 1,282 Eaton shares in Q4 2016, an estimated $84.1K.
Eaton made up 0.41% of Braver Wealth Management's portfolio in Q4 2016, its #70 holding.
Braver Wealth Management first reported a position in Eaton in Q3 2015 and has held it in 6 quarters since.
Braver Wealth Management's Eaton position peaked at $4.05M in Q3 2015.
843 funds tracked by Wall St. Rank held Eaton as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.