Torch Wealth Management’s Eaton ETN Stock Holding History

Torch 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
2018 Q2	–	Sell	-18,220	Closed	-$1.46M	–	102
2018 Q1	$1.46M	Buy	+18,220	New	+$1.5M	0.94%	42
2014 Q3	–	Sell	-400	Closed	-$31K	–	144
2014 Q2	$31K	Buy	400 +200	+100%	+$14.8K	0.02%	186
2014 Q1	$15K	Sell	200 -200	-50%	-$14.7K	0.01%	226
2013 Q4	$30K	Buy	+400	New	+$28.5K	0.02%	171

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Torch Wealth Management's ETN Position: Q2 2018 in Review

Torch Wealth Management sold out of Eaton (ETN) in Q2 2018, closing a stake of 18,220 shares — an estimated $1.46M sold.

Torch Wealth Management first reported a position in ETN in Q4 2013 and held it in 4 quarters. The position peaked at $1.46M in Q1 2018. 1,006 funds tracked by Wall St. Rank hold ETN as of Q2 2018.

Torch Wealth Management reported no remaining Eaton position as of Q2 2018 after selling out during the quarter.
Torch Wealth Management sold 18,220 Eaton shares in Q2 2018, an estimated $1.46M.
Torch Wealth Management first reported a position in Eaton in Q4 2013 and held it in 4 quarters.
Torch Wealth Management's Eaton position peaked at $1.46M in Q1 2018.
1,006 funds tracked by Wall St. Rank held Eaton as of Q2 2018.

Based on Torch Wealth Management's 13F filing for Q2 2018, filed 30 Jul 2018.