Kaizen Advisory’s Eaton ETN Stock Holding History

Kaizen Advisory’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	$78K	Buy	1,141 +35	+3%	+$2.62K	0.05%	256
2018 Q3	$96K	Hold	1,106	–	–	0.05%	235
2018 Q2	$83K	Buy	1,106 +685	+163%	+$53K	0.04%	255
2018 Q1	$34K	Hold	421	–	–	0.03%	251
2017 Q4	$33K	Buy	+421	New	+$32.7K	0.02%	247

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

Kaizen Advisory's ETN Position: Q4 2018 in Review

Kaizen Advisory increased its Eaton (ETN) stake by 3.2% in Q4 2018, buying an estimated $2.62K and bringing the position to 1,141 shares worth $78K. The position accounts for 0.05% of the portfolio, ranked #256.

Kaizen Advisory first reported a position in ETN in Q4 2017 and has held it in 5 quarters since. The position peaked at $96K in Q3 2018. 1,016 funds tracked by Wall St. Rank hold ETN as of Q4 2018.

Kaizen Advisory held 1,141 shares of Eaton worth $78K as of Q4 2018.
Kaizen Advisory bought 35 Eaton shares in Q4 2018, an estimated $2.62K.
Eaton made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #256 holding.
Kaizen Advisory first reported a position in Eaton in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Eaton position peaked at $96K in Q3 2018.
1,016 funds tracked by Wall St. Rank held Eaton as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.