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Triangle Securities Wealth Management’s Eaton ETN Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-929
Closed -$61K – 203
2013
Q2 		$61K Buy
+929
New +$58.6K 0.05% 227

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Triangle Securities Wealth Management's ETN Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Eaton (ETN) in Q3 2013, closing a stake of 929 shares — an estimated $61K sold.

Triangle Securities Wealth Management first reported a position in ETN in Q2 2013 and held it in 1 quarter. The position peaked at $61K in Q2 2013. 739 funds tracked by Wall St. Rank hold ETN as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Eaton position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 929 Eaton shares in Q3 2013, an estimated $61K.
  • Triangle Securities Wealth Management first reported a position in Eaton in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Eaton position peaked at $61K in Q2 2013.
  • 739 funds tracked by Wall St. Rank held Eaton as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.