Credo Capital Management’s Eaton ETN Stock Holding History

Credo Capital Management’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
2013 Q4	$51K	Buy	671 +26	+4%	+$1.85K	0.22%	79
2013 Q3	$44K	Hold	645	–	–	0.08%	81
2013 Q2	$42K	Buy	+645	New	+$40.7K	0.03%	75

Other funds holding ETN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Credo Capital Management's ETN Position: Q4 2013 in Review

Credo Capital Management increased its Eaton (ETN) stake by 4% in Q4 2013, buying an estimated $1.85K and bringing the position to 671 shares worth $51K. The position accounts for 0.22% of the portfolio, ranked #79.

Credo Capital Management first reported a position in ETN in Q2 2013 and has held it in 3 quarters since. 779 funds tracked by Wall St. Rank hold ETN as of Q4 2013.

Credo Capital Management held 671 shares of Eaton worth $51K as of Q4 2013.
Credo Capital Management bought 26 Eaton shares in Q4 2013, an estimated $1.85K.
Eaton made up 0.22% of Credo Capital Management's portfolio in Q4 2013, its #79 holding.
Credo Capital Management first reported a position in Eaton in Q2 2013 and has held it in 3 quarters since.
779 funds tracked by Wall St. Rank held Eaton as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.