MPS Loria Financial Planners’s Eaton ETN Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-571	Closed	-$78K	–	259
2021 Q1	$78K	Hold	571	–	–	0.04%	131
2020 Q4	$68K	Buy	571 +170	+42%	+$19.2K	0.03%	141
2020 Q3	$41K	Hold	401	–	–	0.02%	155
2020 Q2	$35K	Buy	+401	New	+$33K	0.02%	164
2017 Q3	–	Sell	-201	Closed	-$15K	–	161
2017 Q2	$15K	Buy	+201	New	+$15.3K	0.01%	259

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's ETN Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Eaton (ETN) in Q2 2021, closing a stake of 571 shares — an estimated $78K sold.

MPS Loria Financial Planners first reported a position in ETN in Q2 2017 and held it in 5 quarters. The position peaked at $78K in Q1 2021. 1,309 funds tracked by Wall St. Rank hold ETN as of Q2 2021.

MPS Loria Financial Planners reported no remaining Eaton position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 571 Eaton shares in Q2 2021, an estimated $78K.
MPS Loria Financial Planners first reported a position in Eaton in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Eaton position peaked at $78K in Q1 2021.
1,309 funds tracked by Wall St. Rank held Eaton as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.