Clear Perspective Advisors’s Eaton ETN Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-2,365	Closed	-$177K	–	231
2018 Q2	$177K	Hold	2,365	–	–	0.12%	142
2018 Q1	$189K	Hold	2,365	–	–	0.14%	137
2017 Q4	$187K	Hold	2,365	–	–	0.14%	137
2017 Q3	$182K	Buy	2,365 +550	+30%	+$41.5K	0.15%	136
2017 Q2	$141K	Hold	1,815	–	–	0.12%	144
2017 Q1	$135K	Hold	1,815	–	–	0.09%	147
2016 Q4	$122K	Buy	+1,815	New	+$119K	0.08%	153

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

Clear Perspective Advisors's ETN Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Eaton (ETN) in Q3 2018, closing a stake of 2,365 shares — an estimated $177K sold.

Clear Perspective Advisors first reported a position in ETN in Q4 2016 and held it in 7 quarters. The position peaked at $189K in Q1 2018. 1,044 funds tracked by Wall St. Rank hold ETN as of Q3 2018.

Clear Perspective Advisors reported no remaining Eaton position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 2,365 Eaton shares in Q3 2018, an estimated $177K.
Clear Perspective Advisors first reported a position in Eaton in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Eaton position peaked at $189K in Q1 2018.
1,044 funds tracked by Wall St. Rank held Eaton as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.