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Point View Wealth Management’s Eaton ETN Stock Holding History

Point View 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
2020
Q4 		$1.35M Buy
11,230
+700
+7% +$79.1K 0.55% 56
2020
Q3 		$1.07M Sell
10,530
-707
-6% -$69.1K 0.51% 60
2020
Q2 		$983K Sell
11,237
-1,696
-13% -$140K 0.47% 72
2020
Q1 		$1M Sell
12,933
-150
-1% -$13.8K 0.55% 58
2019
Q4 		$1.24M Sell
13,083
-539
-4% -$47.9K 0.51% 62
2019
Q3 		$1.13M Sell
13,622
-4,295
-24% -$348K 0.51% 64
2019
Q2 		$1.49M Sell
17,917
-286
-2% -$23.1K 0.64% 46
2019
Q1 		$1.47M Sell
18,203
-174
-0.9% -$13.3K 0.65% 45
2018
Q4 		$1.26M Buy
18,377
+711
+4% +$53.2K 0.64% 49
2018
Q3 		$1.53M Buy
17,666
+408
+2% +$33.4K 0.68% 41
2018
Q2 		$1.29M Sell
17,258
-235
-1% -$18.2K 0.6% 53
2018
Q1 		$1.4M Sell
17,493
-263
-1% -$21.6K 0.67% 44
2017
Q4 		$1.4M Sell
17,756
-426
-2% -$33.1K 0.67% 44
2017
Q3 		$1.4M Sell
18,182
-331
-2% -$25K 0.67% 39
2017
Q2 		$1.44M Buy
18,513
+98
+0.5% +$7.47K 0.71% 35
2017
Q1 		$1.36M Buy
18,415
+1,812
+11% +$129K 0.7% 44
2016
Q4 		$1.11M Sell
16,603
-78
-0.5% -$5.12K 0.64% 46
2016
Q3 		$1.1M Buy
16,681
+681
+4% +$44K 0.65% 44
2016
Q2 		$956K Buy
16,000
+434
+3% +$26.7K 0.58% 52
2016
Q1 		$974K Buy
15,566
+5,547
+55% +$306K 0.63% 46
2015
Q4 		$521K Buy
10,019
+3,474
+53% +$188K 0.38% 97
2015
Q3 		$336K Buy
6,545
+2,265
+53% +$134K 0.27% 125
2015
Q2 		$289K Buy
+4,280
New +$302K 0.22% 146

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Point View Wealth Management's ETN Position: Q4 2020 in Review

Point View Wealth Management increased its Eaton (ETN) stake by 6.6% in Q4 2020, buying an estimated $79.1K and bringing the position to 11,230 shares worth $1.35M. The position accounts for 0.55% of the portfolio, ranked #56.

Point View Wealth Management first reported a position in ETN in Q2 2015 and has held it in 23 quarters since. The position peaked at $1.53M in Q3 2018. 1,228 funds tracked by Wall St. Rank hold ETN as of Q4 2020.

  • Point View Wealth Management held 11,230 shares of Eaton worth $1.35M as of Q4 2020.
  • Point View Wealth Management bought 700 Eaton shares in Q4 2020, an estimated $79.1K.
  • Eaton made up 0.55% of Point View Wealth Management's portfolio in Q4 2020, its #56 holding.
  • Point View Wealth Management first reported a position in Eaton in Q2 2015 and has held it in 23 quarters since.
  • Point View Wealth Management's Eaton position peaked at $1.53M in Q3 2018.
  • 1,228 funds tracked by Wall St. Rank held Eaton as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.