Fusion Family Wealth’s Eaton ETN Stock Holding History

Fusion Family Wealth’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
2017 Q2	–	Sell	-31	Closed	-$2K	–	296
2017 Q1	$2K	Buy	+31	New	+$2.2K	﹤0.01%	269

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

BlackRock New York $5.72T AUM 30.48% 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

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

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Fusion Family Wealth's ETN Position: Q2 2017 in Review

Fusion Family Wealth sold out of Eaton (ETN) in Q2 2017, closing a stake of 31 shares — an estimated $2K sold.

Fusion Family Wealth first reported a position in ETN in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 888 funds tracked by Wall St. Rank hold ETN as of Q2 2017.

Fusion Family Wealth reported no remaining Eaton position as of Q2 2017 after selling out during the quarter.
Fusion Family Wealth sold 31 Eaton shares in Q2 2017, an estimated $2K.
Fusion Family Wealth first reported a position in Eaton in Q1 2017 and held it in 1 quarter.
Fusion Family Wealth's Eaton position peaked at $2K in Q1 2017.
888 funds tracked by Wall St. Rank held Eaton as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.