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Personal Wealth Partners’s Eaton ETN Stock Holding History

Personal 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
2021
Q3 		– Sell
-23
Closed -$3K – 186
2021
Q2 		$3K Buy
+23
New +$3.31K ﹤0.01% 357
2020
Q1 		– Sell
-23
Closed -$2K – 232
2019
Q4 		$2K Hold
23
– – ﹤0.01% 344
2019
Q3 		$2K Buy
+23
New +$1.86K ﹤0.01% 353

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
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Norges Bank
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Geode Capital Management
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Personal Wealth Partners's ETN Position: Q3 2021 in Review

Personal Wealth Partners sold out of Eaton (ETN) in Q3 2021, closing a stake of 23 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in ETN in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 1,344 funds tracked by Wall St. Rank hold ETN as of Q3 2021.

  • Personal Wealth Partners reported no remaining Eaton position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 23 Eaton shares in Q3 2021, an estimated $3K.
  • Personal Wealth Partners first reported a position in Eaton in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Eaton position peaked at $3K in Q2 2021.
  • 1,344 funds tracked by Wall St. Rank held Eaton as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.