Northstar Wealth Partners’s Eaton ETN Stock Holding History

Northstar Wealth Partners’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
2020 Q3	$458K	Buy	4,492 +118	+3%	+$11.5K	0.21%	93
2020 Q2	$382K	Hold	4,374	–	–	0.16%	118
2020 Q1	$339K	Sell	4,374 -1,028	-19%	-$94.2K	0.17%	118
2019 Q4	$511K	Buy	5,402 +274	+5%	+$24.3K	0.21%	112
2019 Q3	$426K	Hold	5,128	–	–	0.19%	121
2019 Q2	$427K	Buy	5,128 +1	+0%	+$81	0.19%	121
2019 Q1	$413K	Sell	5,127 -22	-0.4%	-$1.68K	0.19%	119
2018 Q4	$354K	Buy	5,149 +3	+0.1%	+$224	0.19%	124
2018 Q3	$446K	Sell	5,146 -78	-1%	-$6.38K	0.21%	112
2018 Q2	$390K	Sell	5,224 -1,700	-25%	-$131K	0.2%	125
2018 Q1	$553K	Buy	+6,924	New	+$568K	0.28%	101

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 $315B AUM 27.84% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Northstar Wealth Partners's ETN Position: Q3 2020 in Review

Northstar Wealth Partners increased its Eaton (ETN) stake by 2.7% in Q3 2020, buying an estimated $11.5K and bringing the position to 4,492 shares worth $458K. The position accounts for 0.21% of the portfolio, ranked #93.

Northstar Wealth Partners first reported a position in ETN in Q1 2018 and has held it in 11 quarters since. The position peaked at $553K in Q1 2018. 1,109 funds tracked by Wall St. Rank hold ETN as of Q3 2020.

Northstar Wealth Partners held 4,492 shares of Eaton worth $458K as of Q3 2020.
Northstar Wealth Partners bought 118 Eaton shares in Q3 2020, an estimated $11.5K.
Eaton made up 0.21% of Northstar Wealth Partners's portfolio in Q3 2020, its #93 holding.
Northstar Wealth Partners first reported a position in Eaton in Q1 2018 and has held it in 11 quarters since.
Northstar Wealth Partners's Eaton position peaked at $553K in Q1 2018.
1,109 funds tracked by Wall St. Rank held Eaton as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.