Column Capital Advisors’s Eaton ETN Stock Holding History

Column Capital 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
2023 Q3	$65.5K	Hold	307	–	–	0.01%	279
2023 Q2	$61.7K	Hold	307	–	–	0.01%	297
2023 Q1	$52.6K	Sell	307 -11	-3%	-$1.83K	0.01%	317
2022 Q4	$49.9K	Buy	318 +215	+209%	+$33K	0.01%	300
2022 Q3	$14K	Hold	103	–	–	﹤0.01%	419
2022 Q2	$13K	Hold	103	–	–	﹤0.01%	445
2022 Q1	$16K	Sell	103 -5	-5%	-$783	﹤0.01%	429
2021 Q4	$19K	Sell	108 -10	-8%	-$1.66K	﹤0.01%	416
2021 Q3	$18K	Hold	118	–	–	﹤0.01%	394
2021 Q2	$17K	Hold	118	–	–	﹤0.01%	404
2021 Q1	$16K	Buy	118 +108	+1,080%	+$13.9K	﹤0.01%	394
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	642
2020 Q3	$1K	Sell	10 -4	-29%	-$391	﹤0.01%	628
2020 Q2	$1K	Hold	14	–	–	﹤0.01%	731
2020 Q1	$1K	Sell	14 -215	-94%	-$19.7K	﹤0.01%	614
2019 Q4	$21K	Buy	+229	New	+$20.3K	0.01%	356

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Column Capital Advisors's ETN Position: Q3 2023 in Review

Column Capital Advisors held its Eaton (ETN) position steady in Q3 2023 at 307 shares worth $65.5K. The position accounts for 0.01% of the portfolio, ranked #279.

Column Capital Advisors first reported a position in ETN in Q4 2019 and has held it in 16 quarters since. 1,654 funds tracked by Wall St. Rank hold ETN as of Q3 2023.

Column Capital Advisors held 307 shares of Eaton worth $65.5K as of Q3 2023.
Column Capital Advisors left its Eaton share count unchanged in Q3 2023.
Eaton made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #279 holding.
Column Capital Advisors first reported a position in Eaton in Q4 2019 and has held it in 16 quarters since.
1,654 funds tracked by Wall St. Rank held Eaton as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.