Michael B. Elefante’s Eaton ETN Stock Holding History

Michael B. Elefante’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
2014 Q3	–	Sell	-2,843	Closed	-$219K	–	149
2014 Q2	$219K	Hold	2,843	–	–	0.09%	101
2014 Q1	$213K	Hold	2,843	–	–	0.09%	97
2013 Q4	$217K	Buy	+2,843	New	+$202K	0.1%	93

Other funds holding ETN

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Michael B. Elefante's ETN Position: Q3 2014 in Review

Michael B. Elefante sold out of Eaton (ETN) in Q3 2014, closing a stake of 2,843 shares — an estimated $219K sold.

Michael B. Elefante first reported a position in ETN in Q4 2013 and held it in 3 quarters. The position peaked at $219K in Q2 2014. 781 funds tracked by Wall St. Rank hold ETN as of Q3 2014.

Michael B. Elefante reported no remaining Eaton position as of Q3 2014 after selling out during the quarter.
Michael B. Elefante sold 2,843 Eaton shares in Q3 2014, an estimated $219K.
Michael B. Elefante first reported a position in Eaton in Q4 2013 and held it in 3 quarters.
Michael B. Elefante's Eaton position peaked at $219K in Q2 2014.
781 funds tracked by Wall St. Rank held Eaton as of Q3 2014.

Based on Michael B. Elefante's 13F filing for Q3 2014, filed 24 Nov 2014.