Clarus Wealth Advisors’s Eaton ETN Stock Holding History

Clarus Wealth 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
2019 Q1	–	Sell	-68	Closed	-$5K	–	697
2018 Q4	$5K	Buy	68 +1	+1%	+$75	0.01%	578
2018 Q3	$6K	Sell	67 -519	-89%	-$42.5K	﹤0.01%	592
2018 Q2	$47K	Buy	+586	New	+$45.3K	0.04%	294

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

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Clarus Wealth Advisors's ETN Position: Q1 2019 in Review

Clarus Wealth Advisors sold out of Eaton (ETN) in Q1 2019, closing a stake of 68 shares — an estimated $5K sold.

Clarus Wealth Advisors first reported a position in ETN in Q2 2018 and held it in 3 quarters. The position peaked at $47K in Q2 2018. 1,106 funds tracked by Wall St. Rank hold ETN as of Q1 2019.

Clarus Wealth Advisors reported no remaining Eaton position as of Q1 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 68 Eaton shares in Q1 2019, an estimated $5K.
Clarus Wealth Advisors first reported a position in Eaton in Q2 2018 and held it in 3 quarters.
Clarus Wealth Advisors's Eaton position peaked at $47K in Q2 2018.
1,106 funds tracked by Wall St. Rank held Eaton as of Q1 2019.

Based on Clarus Wealth Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.