Oak Point Wealth Management’s Eaton ETN Stock Holding History

Oak Point Wealth Management’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 Q1	$39K	Hold	497	–	–	0.04%	113
2017 Q4	$39K	Buy	+497	New	+$38.6K	0.04%	121

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

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Point Wealth Management's ETN Position: Q1 2018 in Review

Oak Point Wealth Management held its Eaton (ETN) position steady in Q1 2018 at 497 shares worth $39K. The position accounts for 0.04% of the portfolio, ranked #113.

Oak Point Wealth Management first reported a position in ETN in Q4 2017 and has held it in 2 quarters since. 1,008 funds tracked by Wall St. Rank hold ETN as of Q1 2018.

Oak Point Wealth Management held 497 shares of Eaton worth $39K as of Q1 2018.
Oak Point Wealth Management left its Eaton share count unchanged in Q1 2018.
Eaton made up 0.04% of Oak Point Wealth Management's portfolio in Q1 2018, its #113 holding.
Oak Point Wealth Management first reported a position in Eaton in Q4 2017 and has held it in 2 quarters since.
1,008 funds tracked by Wall St. Rank held Eaton as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.