Tiedemann Advisors’s Eaton ETN Stock Holding History

Tiedemann Advisors’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
2022 Q1	–	Sell	-1,200	Closed	-$207K	–	289
2021 Q4	$207K	Sell	1,200 -448	-27%	-$74.2K	0.01%	269
2021 Q3	$246K	Sell	1,648 -121	-7%	-$19.3K	0.01%	257
2021 Q2	$263K	Buy	+1,769	New	+$255K	0.01%	301
2019 Q2	–	Sell	-4,577	Closed	-$369K	–	339
2019 Q1	$369K	Sell	4,577 -391	-8%	-$29.8K	0.02%	335
2018 Q4	$340K	Buy	+4,968	New	+$372K	0.02%	337
2017 Q3	–	Sell	-7,441	Closed	-$579K	–	378
2017 Q2	$579K	Buy	7,441 +426	+6%	+$32.5K	0.04%	298
2017 Q1	$520K	Buy	+7,015	New	+$498K	0.04%	266

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Tiedemann Advisors's ETN Position: Q1 2022 in Review

Tiedemann Advisors sold out of Eaton (ETN) in Q1 2022, closing a stake of 1,200 shares — an estimated $207K sold.

Tiedemann Advisors first reported a position in ETN in Q1 2017 and held it in 7 quarters. The position peaked at $579K in Q2 2017. 1,416 funds tracked by Wall St. Rank hold ETN as of Q1 2022.

Tiedemann Advisors reported no remaining Eaton position as of Q1 2022 after selling out during the quarter.
Tiedemann Advisors sold 1,200 Eaton shares in Q1 2022, an estimated $207K.
Tiedemann Advisors first reported a position in Eaton in Q1 2017 and held it in 7 quarters.
Tiedemann Advisors's Eaton position peaked at $579K in Q2 2017.
1,416 funds tracked by Wall St. Rank held Eaton as of Q1 2022.

Based on Tiedemann Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.