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Mark Sheptoff Financial Planning’s Eaton ETN Stock Holding History

Mark Sheptoff Financial Planning’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
2016
Q2 		– Sell
-10
Closed -$1K – 357
2016
Q1 		$1K Hold
10
– – ﹤0.01% 330
2015
Q4 		$1K Hold
10
– – ﹤0.01% 356
2015
Q3 		$1K Hold
10
– – ﹤0.01% 371
2015
Q2 		$1K Buy
+10
New +$706 ﹤0.01% 355

Other funds holding ETN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mark Sheptoff Financial Planning's ETN Position: Q2 2016 in Review

Mark Sheptoff Financial Planning sold out of Eaton (ETN) in Q2 2016, closing a stake of 10 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in ETN in Q2 2015 and held it in 4 quarters. The position peaked at $1K in Q1 2016. 813 funds tracked by Wall St. Rank hold ETN as of Q2 2016.

  • Mark Sheptoff Financial Planning reported no remaining Eaton position as of Q2 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 10 Eaton shares in Q2 2016, an estimated $1K.
  • Mark Sheptoff Financial Planning first reported a position in Eaton in Q2 2015 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Eaton position peaked at $1K in Q1 2016.
  • 813 funds tracked by Wall St. Rank held Eaton as of Q2 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2016, filed 9 Aug 2016.