Capstone Financial Group’s Eaton ETN Stock Holding History

Capstone Financial Group’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 Q3	$118K	Hold	1,128	–	–	0.09%	96
2020 Q2	$99K	Hold	1,128	–	–	0.08%	98
2020 Q1	$88K	Hold	1,128	–	–	0.09%	100
2019 Q4	$107K	Buy	+1,128	New	+$100K	0.1%	99

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capstone Financial Group's ETN Position: Q3 2020 in Review

Capstone Financial Group held its Eaton (ETN) position steady in Q3 2020 at 1,128 shares worth $118K. The position accounts for 0.09% of the portfolio, ranked #96.

Capstone Financial Group first reported a position in ETN in Q4 2019 and has held it in 4 quarters since. 1,108 funds tracked by Wall St. Rank hold ETN as of Q3 2020.

Capstone Financial Group held 1,128 shares of Eaton worth $118K as of Q3 2020.
Capstone Financial Group left its Eaton share count unchanged in Q3 2020.
Eaton made up 0.09% of Capstone Financial Group's portfolio in Q3 2020, its #96 holding.
Capstone Financial Group first reported a position in Eaton in Q4 2019 and has held it in 4 quarters since.
1,108 funds tracked by Wall St. Rank held Eaton as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.