SkyOak Wealth’s Eaton ETN Stock Holding History

SkyOak Wealth’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	-10,424	Closed	-$912K	–	216
2020 Q2	$912K	Sell	10,424 -230	-2%	-$18.9K	0.34%	76
2020 Q1	$828K	Sell	10,654 -1,416	-12%	-$130K	0.42%	56
2019 Q4	$1.14M	Buy	+12,070	New	+$1.07M	0.35%	67

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SkyOak Wealth's ETN Position: Q3 2020 in Review

SkyOak Wealth sold out of Eaton (ETN) in Q3 2020, closing a stake of 10,424 shares — an estimated $912K sold.

SkyOak Wealth first reported a position in ETN in Q4 2019 and held it in 3 quarters. The position peaked at $1.14M in Q4 2019. 1,108 funds tracked by Wall St. Rank hold ETN as of Q3 2020.

SkyOak Wealth reported no remaining Eaton position as of Q3 2020 after selling out during the quarter.
SkyOak Wealth sold 10,424 Eaton shares in Q3 2020, an estimated $912K.
SkyOak Wealth first reported a position in Eaton in Q4 2019 and held it in 3 quarters.
SkyOak Wealth's Eaton position peaked at $1.14M in Q4 2019.
1,108 funds tracked by Wall St. Rank held Eaton as of Q3 2020.

Based on SkyOak Wealth's 13F filing for Q3 2020, filed 3 Nov 2020.