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Inspire Investing’s Eaton ETN Stock Holding History

Inspire Investing’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
2020
Q2 		– Sell
-17,268
Closed -$1.34M – 579
2020
Q1 		$1.34M Sell
17,268
-54
-0.3% -$4.95K 0.54% 23
2019
Q4 		$1.64M Buy
17,322
+329
+2% +$29.2K 0.59% 28
2019
Q3 		$1.41M Buy
16,993
+2,081
+14% +$169K 0.54% 30
2019
Q2 		$1.24M Buy
14,912
+1,252
+9% +$101K 0.52% 30
2019
Q1 		$1.1M Buy
13,660
+2,619
+24% +$200K 0.51% 29
2018
Q4 		$758K Buy
11,041
+1,514
+16% +$113K 0.51% 29
2018
Q3 		$826K Buy
9,527
+1,238
+15% +$101K 0.51% 28
2018
Q2 		$619K Buy
8,289
+4,532
+121% +$351K 0.44% 34
2018
Q1 		$300K Buy
3,757
+727
+24% +$59.7K 0.31% 68
2017
Q4 		$239K Buy
+3,030
New +$236K 0.2% 48

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Inspire Investing's ETN Position: Q2 2020 in Review

Inspire Investing sold out of Eaton (ETN) in Q2 2020, closing a stake of 17,268 shares — an estimated $1.34M sold.

Inspire Investing first reported a position in ETN in Q4 2017 and held it in 10 quarters. The position peaked at $1.64M in Q4 2019. 1,088 funds tracked by Wall St. Rank hold ETN as of Q2 2020.

  • Inspire Investing reported no remaining Eaton position as of Q2 2020 after selling out during the quarter.
  • Inspire Investing sold 17,268 Eaton shares in Q2 2020, an estimated $1.34M.
  • Inspire Investing first reported a position in Eaton in Q4 2017 and held it in 10 quarters.
  • Inspire Investing's Eaton position peaked at $1.64M in Q4 2019.
  • 1,088 funds tracked by Wall St. Rank held Eaton as of Q2 2020.

Based on Inspire Investing's 13F filing for Q2 2020, filed 12 Aug 2020.