Polaris Wealth Advisory Group’s Eaton ETN Stock Holding History

Polaris Wealth Advisory Group’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 Q4	–	Sell	-1,222	Closed	-$106K	–	242
2018 Q3	$106K	Buy	1,222 +224	+22%	+$18.3K	0.01%	186
2018 Q2	$80K	Sell	998 -124	-11%	-$9.59K	0.01%	116
2018 Q1	$90K	Buy	+1,122	New	+$92.1K	0.01%	172

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Polaris Wealth Advisory Group's ETN Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Eaton (ETN) in Q4 2018, closing a stake of 1,222 shares — an estimated $106K sold.

Polaris Wealth Advisory Group first reported a position in ETN in Q1 2018 and held it in 3 quarters. The position peaked at $106K in Q3 2018. 1,016 funds tracked by Wall St. Rank hold ETN as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Eaton position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,222 Eaton shares in Q4 2018, an estimated $106K.
Polaris Wealth Advisory Group first reported a position in Eaton in Q1 2018 and held it in 3 quarters.
Polaris Wealth Advisory Group's Eaton position peaked at $106K in Q3 2018.
1,016 funds tracked by Wall St. Rank held Eaton as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.