Lenox Wealth Management’s Eaton ETN Stock Holding History

Lenox Wealth 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
2020 Q2	$46K	Buy	528 +89	+20%	+$7.33K	0.01%	263
2020 Q1	$34K	Buy	439 +152	+53%	+$13.9K	0.01%	274
2019 Q4	$27K	Buy	+287	New	+$25.5K	0.01%	325
2019 Q2	–	Sell	-300	Closed	-$24K	–	683
2019 Q1	$24K	Buy	+300	New	+$22.9K	0.01%	330

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Lenox Wealth Management's ETN Position: Q2 2020 in Review

Lenox Wealth Management increased its Eaton (ETN) stake by 20% in Q2 2020, buying an estimated $7.33K and bringing the position to 528 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #263.

Lenox Wealth Management first reported a position in ETN in Q1 2019 and has held it in 4 quarters since. 1,088 funds tracked by Wall St. Rank hold ETN as of Q2 2020.

Lenox Wealth Management held 528 shares of Eaton worth $46K as of Q2 2020.
Lenox Wealth Management bought 89 Eaton shares in Q2 2020, an estimated $7.33K.
Eaton made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #263 holding.
Lenox Wealth Management first reported a position in Eaton in Q1 2019 and has held it in 4 quarters since.
1,088 funds tracked by Wall St. Rank held Eaton as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.