Taylor Hoffman Wealth Management’s Eaton ETN Stock Holding History

Taylor Hoffman 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	-340	Closed	-$30K	–	195
2020 Q2	$30K	Buy	+340	New	+$28K	0.02%	227
2020 Q1	–	Sell	-340	Closed	-$32K	–	198
2019 Q4	$32K	Hold	340	–	–	0.02%	244
2019 Q3	$28K	Hold	340	–	–	0.02%	248
2019 Q2	$28K	Hold	340	–	–	0.02%	233
2019 Q1	$27K	Hold	340	–	–	0.02%	237
2018 Q4	$23K	Buy	+340	New	+$25.4K	0.02%	233

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

Taylor Hoffman Wealth Management's ETN Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Eaton (ETN) in Q3 2020, closing a stake of 340 shares — an estimated $30K sold.

Taylor Hoffman Wealth Management first reported a position in ETN in Q4 2018 and held it in 6 quarters. The position peaked at $32K in Q4 2019. 1,108 funds tracked by Wall St. Rank hold ETN as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Eaton position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 340 Eaton shares in Q3 2020, an estimated $30K.
Taylor Hoffman Wealth Management first reported a position in Eaton in Q4 2018 and held it in 6 quarters.
Taylor Hoffman Wealth Management's Eaton position peaked at $32K in Q4 2019.
1,108 funds tracked by Wall St. Rank held Eaton as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.