Guidant Wealth Advisors’s Eaton ETN Stock Holding History

Guidant Wealth Advisors’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 Q4	–	Sell	-13	Closed	-$1K	–	252
2018 Q3	$1K	Hold	13	–	–	﹤0.01%	196
2018 Q2	$0	Buy	13 +7	+117%	+$541	﹤0.01%	243
2018 Q1	$0	Buy	+6	New	+$492	﹤0.01%	228

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Guidant Wealth Advisors's ETN Position: Q4 2018 in Review

Guidant Wealth Advisors sold out of Eaton (ETN) in Q4 2018, closing a stake of 13 shares — an estimated $1K sold.

Guidant Wealth Advisors first reported a position in ETN in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 1,016 funds tracked by Wall St. Rank hold ETN as of Q4 2018.

Guidant Wealth Advisors reported no remaining Eaton position as of Q4 2018 after selling out during the quarter.
Guidant Wealth Advisors sold 13 Eaton shares in Q4 2018, an estimated $1K.
Guidant Wealth Advisors first reported a position in Eaton in Q1 2018 and held it in 3 quarters.
Guidant Wealth Advisors's Eaton position peaked at $1K in Q3 2018.
1,016 funds tracked by Wall St. Rank held Eaton as of Q4 2018.

Based on Guidant Wealth Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.