Michael J. Puzo’s Eaton ETN Stock Holding History

Michael J. Puzo’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
2018 Q2	–	Sell	-3,400	Closed	-$272K	–	78
2018 Q1	$272K	Hold	3,400	–	–	0.12%	71
2017 Q4	$269K	Hold	3,400	–	–	0.11%	73
2017 Q3	$261K	Hold	3,400	–	–	0.14%	68
2017 Q2	$265K	Hold	3,400	–	–	0.14%	67
2017 Q1	$252K	Sell	3,400 -600	-15%	-$42.6K	0.14%	70
2016 Q4	$268K	Hold	4,000	–	–	0.16%	70
2016 Q3	$263K	Hold	4,000	–	–	0.15%	71
2016 Q2	$239K	Hold	4,000	–	–	0.16%	70
2016 Q1	$250K	Sell	4,000 -300	-7%	-$16.6K	0.17%	70
2015 Q4	$224K	Sell	4,300 -110	-2%	-$5.96K	0.16%	66
2015 Q3	$226K	Buy	4,410 +20	+0.5%	+$1.18K	0.16%	73
2015 Q2	$296K	Hold	4,390	–	–	0.19%	71
2015 Q1	$298K	Buy	4,390 +10	+0.2%	+$680	0.19%	70
2014 Q4	$298K	Buy	4,380 +80	+2%	+$5.27K	0.2%	70
2014 Q3	$272K	Hold	4,300	–	–	0.19%	73
2014 Q2	$332K	Hold	4,300	–	–	0.23%	66
2014 Q1	$323K	Hold	4,300	–	–	0.23%	64
2013 Q4	$327K	Hold	4,300	–	–	0.24%	64
2013 Q3	$296K	Sell	4,300 -200	-4%	-$13.4K	0.25%	62
2013 Q2	$296K	Buy	+4,500	New	+$284K	0.26%	63

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Michael J. Puzo's ETN Position: Q2 2018 in Review

Michael J. Puzo sold out of Eaton (ETN) in Q2 2018, closing a stake of 3,400 shares — an estimated $272K sold.

Michael J. Puzo first reported a position in ETN in Q2 2013 and held it in 20 quarters. The position peaked at $332K in Q2 2014. 1,006 funds tracked by Wall St. Rank hold ETN as of Q2 2018.

Michael J. Puzo reported no remaining Eaton position as of Q2 2018 after selling out during the quarter.
Michael J. Puzo sold 3,400 Eaton shares in Q2 2018, an estimated $272K.
Michael J. Puzo first reported a position in Eaton in Q2 2013 and held it in 20 quarters.
Michael J. Puzo's Eaton position peaked at $332K in Q2 2014.
1,006 funds tracked by Wall St. Rank held Eaton as of Q2 2018.

Based on Michael J. Puzo's 13F filing for Q2 2018, filed 30 Jul 2018.