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Marino Stram & Associates’s Eaton ETN Stock Holding History

Marino Stram & Associates’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
Q2 		– Sell
-160
Closed -$13K – 232
2019
Q1 		$13K Hold
160
– – 0.01% 280
2018
Q4 		$11K Hold
160
– – 0.01% 268
2018
Q3 		$14K Hold
160
– – 0.01% 270
2018
Q2 		$12K Buy
160
+20
+14% +$1.55K 0.01% 283
2018
Q1 		$11K Hold
140
– – 0.01% 301
2017
Q4 		$11K Buy
+140
New +$10.9K 0.01% 307

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marino Stram & Associates's ETN Position: Q2 2019 in Review

Marino Stram & Associates sold out of Eaton (ETN) in Q2 2019, closing a stake of 160 shares — an estimated $13K sold.

Marino Stram & Associates first reported a position in ETN in Q4 2017 and held it in 6 quarters. The position peaked at $14K in Q3 2018. 1,104 funds tracked by Wall St. Rank hold ETN as of Q2 2019.

  • Marino Stram & Associates reported no remaining Eaton position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 160 Eaton shares in Q2 2019, an estimated $13K.
  • Marino Stram & Associates first reported a position in Eaton in Q4 2017 and held it in 6 quarters.
  • Marino Stram & Associates's Eaton position peaked at $14K in Q3 2018.
  • 1,104 funds tracked by Wall St. Rank held Eaton as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.