KCS Wealth Advisory’s Eaton ETN Stock Holding History

KCS Wealth 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
2019 Q4	–	Sell	-8	Closed	-$665	–	217
2019 Q3	$665	Buy	+8	New	+$648	﹤0.01%	441

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

KCS Wealth Advisory's ETN Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Eaton (ETN) in Q4 2019, closing a stake of 8 shares — an estimated $665 sold.

KCS Wealth Advisory first reported a position in ETN in Q3 2019 and held it in 1 quarter. The position peaked at $665 in Q3 2019. 1,171 funds tracked by Wall St. Rank hold ETN as of Q4 2019.

KCS Wealth Advisory reported no remaining Eaton position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 8 Eaton shares in Q4 2019, an estimated $665.
KCS Wealth Advisory first reported a position in Eaton in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Eaton position peaked at $665 in Q3 2019.
1,171 funds tracked by Wall St. Rank held Eaton as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.