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First Personal Financial Services’s Eaton ETN Stock Holding History

First Personal Financial Services’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
2024
Q3 		$17.9K Buy
54
+1
+2% +$306 ﹤0.01% 266
2024
Q2 		$16.6K Hold
53
– – ﹤0.01% 248
2024
Q1 		$16.6K Hold
53
– – ﹤0.01% 249
2023
Q4 		$12.8K Hold
53
– – ﹤0.01% 288
2023
Q3 		$11.3K Hold
53
– – ﹤0.01% 295
2023
Q2 		$10.7K Hold
53
– – ﹤0.01% 307
2023
Q1 		$9.08K Hold
53
– – ﹤0.01% 328
2022
Q4 		$8.32K Hold
53
– – ﹤0.01% 339
2022
Q3 		$7K Buy
+53
New +$7.42K ﹤0.01% 362
2020
Q1 		– Sell
-21
Closed -$2K – 370
2019
Q4 		$2K Sell
21
-225
-91% -$20K ﹤0.01% 363
2019
Q3 		$20K Hold
246
– – 0.01% 322
2019
Q2 		$20K Buy
246
+192
+356% +$15.5K 0.01% 403
2019
Q1 		$4K Sell
54
-21
-28% -$1.6K ﹤0.01% 614
2018
Q4 		$5K Hold
75
– – ﹤0.01% 557
2018
Q3 		$7K Buy
+75
New +$6.13K ﹤0.01% 553
2018
Q2 		– Sell
-37,990
Closed -$3.04M – 745
2018
Q1 		$3.04M Sell
37,990
-1,200
-3% -$98.5K 0.67% 54
2017
Q4 		$3.1M Sell
39,190
-645
-2% -$50.1K 0.6% 56
2017
Q3 		$3.06M Hold
39,835
– – 0.65% 53
2017
Q2 		$3.1M Buy
39,835
+870
+2% +$66.3K 0.68% 51
2017
Q1 		$2.89M Buy
38,965
+300
+0.8% +$21.3K 0.69% 52
2016
Q4 		$2.59M Buy
38,665
+5,740
+17% +$377K 0.68% 53
2016
Q3 		$2.16M Buy
32,925
+5,992
+22% +$387K 0.63% 59
2016
Q2 		$1.61M Buy
+26,933
New +$1.65M 0.55% 60
2015
Q4 		– Sell
-25
Closed -$2K – 428
2015
Q3 		$2K Buy
+25
New +$1.48K ﹤0.01% 387

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Personal Financial Services's ETN Position: Q3 2024 in Review

First Personal Financial Services increased its Eaton (ETN) stake by 1.9% in Q3 2024, buying an estimated $306 and bringing the position to 54 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

First Personal Financial Services first reported a position in ETN in Q3 2015 and has held it in 24 quarters since. The position peaked at $3.1M in Q2 2017. 2,123 funds tracked by Wall St. Rank hold ETN as of Q3 2024.

  • First Personal Financial Services held 54 shares of Eaton worth $17.9K as of Q3 2024.
  • First Personal Financial Services bought 1 Eaton share in Q3 2024, an estimated $306.
  • Eaton made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #266 holding.
  • First Personal Financial Services first reported a position in Eaton in Q3 2015 and has held it in 24 quarters since.
  • First Personal Financial Services's Eaton position peaked at $3.1M in Q2 2017.
  • 2,123 funds tracked by Wall St. Rank held Eaton as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.