Kings Point Capital Management’s Eaton ETN Stock Holding History

Kings Point Capital Management’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
2022 Q1	$76K	Hold	500	–	–	0.01%	311
2021 Q4	$86K	Hold	500	–	–	0.01%	321
2021 Q3	$75K	Hold	500	–	–	0.01%	310
2021 Q2	$74K	Hold	500	–	–	0.01%	304
2021 Q1	$69K	Hold	500	–	–	0.01%	308
2020 Q4	$60K	Hold	500	–	–	0.01%	301
2020 Q3	$51K	Hold	500	–	–	0.01%	310
2020 Q2	$44K	Hold	500	–	–	0.01%	289
2020 Q1	$39K	Hold	500	–	–	0.01%	303
2019 Q4	$47K	Buy	+500	New	+$44.4K	0.01%	326
2019 Q3	–	Sell	-338	Closed	-$28K	–	483
2019 Q2	$28K	Buy	+338	New	+$27.4K	0.01%	311
2017 Q4	–	Sell	-241	Closed	-$19K	–	383
2017 Q3	$19K	Buy	+241	New	+$18.2K	﹤0.01%	302

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Kings Point Capital Management's ETN Position: Q1 2022 in Review

Kings Point Capital Management held its Eaton (ETN) position steady in Q1 2022 at 500 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #311.

Kings Point Capital Management first reported a position in ETN in Q3 2017 and has held it in 12 quarters since. The position peaked at $86K in Q4 2021. 1,416 funds tracked by Wall St. Rank hold ETN as of Q1 2022.

Kings Point Capital Management held 500 shares of Eaton worth $76K as of Q1 2022.
Kings Point Capital Management left its Eaton share count unchanged in Q1 2022.
Eaton made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #311 holding.
Kings Point Capital Management first reported a position in Eaton in Q3 2017 and has held it in 12 quarters since.
Kings Point Capital Management's Eaton position peaked at $86K in Q4 2021.
1,416 funds tracked by Wall St. Rank held Eaton as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.