Gary Goldberg Planning Services’s Eaton ETN Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$80K	Sell	1,171 -3,890	-77%	-$256K	0.03%	171
2014 Q3	$321K	Buy	5,061 +203	+4%	+$14.4K	0.13%	83
2014 Q2	$375K	Sell	4,858 -1,472	-23%	-$109K	0.17%	77
2014 Q1	$476K	Buy	6,330 +2,263	+56%	+$167K	0.23%	64
2013 Q4	$310K	Buy	4,067 +199	+5%	+$14.2K	0.18%	77
2013 Q3	$266K	Buy	3,868 +2,595	+204%	+$174K	0.16%	82
2013 Q2	$84K	Buy	+1,273	New	+$80.3K	0.05%	132

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gary Goldberg Planning Services's ETN Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Eaton (ETN) stake by 77% in Q4 2014, selling an estimated $256K and leaving 1,171 shares worth $80K. The position accounts for 0.03% of the portfolio, ranked #171.

Gary Goldberg Planning Services first reported a position in ETN in Q2 2013 and has held it in 7 quarters since. The position peaked at $476K in Q1 2014. 812 funds tracked by Wall St. Rank hold ETN as of Q4 2014.

Gary Goldberg Planning Services held 1,171 shares of Eaton worth $80K as of Q4 2014.
Gary Goldberg Planning Services sold 3,890 Eaton shares in Q4 2014, an estimated $256K.
Eaton made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #171 holding.
Gary Goldberg Planning Services first reported a position in Eaton in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Eaton position peaked at $476K in Q1 2014.
812 funds tracked by Wall St. Rank held Eaton as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.