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Selective Wealth Management’s Eaton ETN Stock Holding History

Selective 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
Q3 		– Sell
-54
Closed -$5K – 344
2020
Q2 		$5K Hold
54
– – ﹤0.01% 301
2020
Q1 		$4K Hold
54
– – 0.01% 223
2019
Q4 		$5K Hold
54
– – 0.01% 216
2019
Q3 		$4K Buy
+54
New +$4.38K 0.01% 241

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

Selective Wealth Management's ETN Position: Q3 2020 in Review

Selective Wealth Management sold out of Eaton (ETN) in Q3 2020, closing a stake of 54 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in ETN in Q3 2019 and held it in 4 quarters. The position peaked at $5K in Q2 2020. 1,108 funds tracked by Wall St. Rank hold ETN as of Q3 2020.

  • Selective Wealth Management reported no remaining Eaton position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 54 Eaton shares in Q3 2020, an estimated $5K.
  • Selective Wealth Management first reported a position in Eaton in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's Eaton position peaked at $5K in Q2 2020.
  • 1,108 funds tracked by Wall St. Rank held Eaton as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.