Lenox Wealth Advisors’s Eaton ETN Stock Holding History

Lenox 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
2022 Q1	$3K	Sell	22 -1	-4%	-$157	﹤0.01%	602
2021 Q4	$4K	Buy	23 +15	+188%	+$2.49K	﹤0.01%	627
2021 Q3	$1K	Buy	+8	New	+$1.28K	﹤0.01%	667
2020 Q2	–	Sell	-57	Closed	-$4K	–	652
2020 Q1	$4K	Hold	57	–	–	﹤0.01%	449
2019 Q4	$5K	Buy	+57	New	+$5.06K	﹤0.01%	478
2019 Q2	–	Sell	-44	Closed	-$4K	–	464
2019 Q1	$4K	Buy	+44	New	+$3.35K	﹤0.01%	394
2016 Q2	–	Sell	-23	Closed	-$1K	–	221
2016 Q1	$1K	Hold	23	–	–	﹤0.01%	235
2015 Q4	$1K	Buy	+23	New	+$1.25K	﹤0.01%	390
2014 Q1	–	Sell	-64	Closed	-$5K	–	236
2013 Q4	$5K	Buy	64 +41	+178%	+$2.92K	﹤0.01%	231
2013 Q3	$2K	Sell	23 -111	-83%	-$7.46K	﹤0.01%	232
2013 Q2	$9K	Buy	+134	New	+$8.45K	0.01%	118

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

Lenox Wealth Advisors's ETN Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Eaton (ETN) stake by 4.3% in Q1 2022, selling an estimated $157 and leaving 22 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Lenox Wealth Advisors first reported a position in ETN in Q2 2013 and has held it in 11 quarters since. The position peaked at $9K in Q2 2013. 1,417 funds tracked by Wall St. Rank hold ETN as of Q1 2022.

Lenox Wealth Advisors held 22 shares of Eaton worth $3K as of Q1 2022.
Lenox Wealth Advisors sold 1 Eaton share in Q1 2022, an estimated $157.
Eaton made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #602 holding.
Lenox Wealth Advisors first reported a position in Eaton in Q2 2013 and has held it in 11 quarters since.
Lenox Wealth Advisors's Eaton position peaked at $9K in Q2 2013.
1,417 funds tracked by Wall St. Rank held Eaton as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.