Regal Wealth Group’s Eaton ETN Stock Holding History

Regal Wealth 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
2016 Q4	–	Sell	-76	Closed	-$5K	–	166
2016 Q3	$5K	Hold	76	–	–	﹤0.01%	139
2016 Q2	$5K	Buy	+76	New	+$4.67K	﹤0.01%	143

Other funds holding ETN

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regal Wealth Group's ETN Position: Q4 2016 in Review

Regal Wealth Group sold out of Eaton (ETN) in Q4 2016, closing a stake of 76 shares — an estimated $5K sold.

Regal Wealth Group first reported a position in ETN in Q2 2016 and held it in 2 quarters. The position peaked at $5K in Q3 2016. 843 funds tracked by Wall St. Rank hold ETN as of Q4 2016.

Regal Wealth Group reported no remaining Eaton position as of Q4 2016 after selling out during the quarter.
Regal Wealth Group sold 76 Eaton shares in Q4 2016, an estimated $5K.
Regal Wealth Group first reported a position in Eaton in Q2 2016 and held it in 2 quarters.
Regal Wealth Group's Eaton position peaked at $5K in Q3 2016.
843 funds tracked by Wall St. Rank held Eaton as of Q4 2016.

Based on Regal Wealth Group's 13F filing for Q4 2016, filed 9 Aug 2017.