Catalyst Private Wealth’s Eaton ETN Stock Holding History

Catalyst Private Wealth’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	-395	Closed	-$40K	–	128
2020 Q3	$40K	Buy	+395	New	+$38.6K	0.04%	124

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 $298B AUM 21.96% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Catalyst Private Wealth's ETN Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Eaton (ETN) in Q4 2020, closing a stake of 395 shares — an estimated $40K sold.

Catalyst Private Wealth first reported a position in ETN in Q3 2020 and held it in 1 quarter. The position peaked at $40K in Q3 2020. 1,228 funds tracked by Wall St. Rank hold ETN as of Q4 2020.

Catalyst Private Wealth reported no remaining Eaton position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 395 Eaton shares in Q4 2020, an estimated $40K.
Catalyst Private Wealth first reported a position in Eaton in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's Eaton position peaked at $40K in Q3 2020.
1,228 funds tracked by Wall St. Rank held Eaton as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.