Forte Capital’s Eaton ETN Stock Holding History

Forte Capital’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 Q1	–	Sell	-2,607	Closed	-$205K	–	107
2017 Q4	$205K	Buy	+2,607	New	+$203K	0.06%	163

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Forte Capital's ETN Position: Q1 2018 in Review

Forte Capital sold out of Eaton (ETN) in Q1 2018, closing a stake of 2,607 shares — an estimated $205K sold.

Forte Capital first reported a position in ETN in Q4 2017 and held it in 1 quarter. The position peaked at $205K in Q4 2017. 1,007 funds tracked by Wall St. Rank hold ETN as of Q1 2018.

Forte Capital reported no remaining Eaton position as of Q1 2018 after selling out during the quarter.
Forte Capital sold 2,607 Eaton shares in Q1 2018, an estimated $205K.
Forte Capital first reported a position in Eaton in Q4 2017 and held it in 1 quarter.
Forte Capital's Eaton position peaked at $205K in Q4 2017.
1,007 funds tracked by Wall St. Rank held Eaton as of Q1 2018.

Based on Forte Capital's 13F filing for Q1 2018, filed 17 Apr 2018.