Squar Milner Financial Services’s Eaton ETN Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-285	Closed	-$22K	–	364
2020 Q1	$22K	Sell	285 -26	-8%	-$2.38K	0.01%	455
2019 Q4	$29K	Buy	+311	New	+$27.6K	0.01%	473
2019 Q3	–	Sell	-285	Closed	-$24K	–	365
2019 Q2	$24K	Hold	285	–	–	0.02%	437
2019 Q1	$22K	Hold	285	–	–	0.02%	415
2018 Q4	$20K	Hold	285	–	–	0.02%	391
2018 Q3	$25K	Hold	285	–	–	0.02%	382
2018 Q2	$21K	Buy	+285	New	+$22K	0.02%	471

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Squar Milner Financial Services's ETN Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Eaton (ETN) in Q2 2020, closing a stake of 285 shares — an estimated $22K sold.

Squar Milner Financial Services first reported a position in ETN in Q2 2018 and held it in 7 quarters. The position peaked at $29K in Q4 2019. 1,089 funds tracked by Wall St. Rank hold ETN as of Q2 2020.

Squar Milner Financial Services reported no remaining Eaton position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 285 Eaton shares in Q2 2020, an estimated $22K.
Squar Milner Financial Services first reported a position in Eaton in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Eaton position peaked at $29K in Q4 2019.
1,089 funds tracked by Wall St. Rank held Eaton as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.