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Planning Capital Management Corporation’s Eaton ETN Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$22.5K Buy
68
+60
+750% +$18.3K 0.01% 275
2024
Q2 		$2.51K Hold
8
– – ﹤0.01% 519
2024
Q1 		$2.5K Sell
8
-74
-90% -$20.2K ﹤0.01% 545
2023
Q4 		$19.7K Buy
+82
New +$18.1K 0.02% 299

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Planning Capital Management Corporation's ETN Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Eaton (ETN) stake by 750% in Q3 2024, buying an estimated $18.3K and bringing the position to 68 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #275.

Planning Capital Management Corporation first reported a position in ETN in Q4 2023 and has held it in 4 quarters since. 2,124 funds tracked by Wall St. Rank hold ETN as of Q3 2024.

  • Planning Capital Management Corporation held 68 shares of Eaton worth $22.5K as of Q3 2024.
  • Planning Capital Management Corporation bought 60 Eaton shares in Q3 2024, an estimated $18.3K.
  • Eaton made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #275 holding.
  • Planning Capital Management Corporation first reported a position in Eaton in Q4 2023 and has held it in 4 quarters since.
  • 2,124 funds tracked by Wall St. Rank held Eaton as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.