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Paradigm Financial Advisors’s Eaton ETN Stock Holding History

Paradigm Financial Advisors’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
Q2 		– Sell
-206
Closed -$15K – 113
2014
Q1 		$15K Hold
206
– – 0.01% 183
2013
Q4 		$16K Buy
+206
New +$14.7K 0.02% 195

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BIT
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Bank of New York Mellon
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Ameriprise
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Massachusetts Financial Services
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paradigm Financial Advisors's ETN Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Eaton (ETN) in Q2 2014, closing a stake of 206 shares — an estimated $15K sold.

Paradigm Financial Advisors first reported a position in ETN in Q4 2013 and held it in 2 quarters. The position peaked at $16K in Q4 2013. 802 funds tracked by Wall St. Rank hold ETN as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Eaton position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 206 Eaton shares in Q2 2014, an estimated $15K.
  • Paradigm Financial Advisors first reported a position in Eaton in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Eaton position peaked at $16K in Q4 2013.
  • 802 funds tracked by Wall St. Rank held Eaton as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.