tru Independence’s Eaton ETN Stock Holding History

tru Independence’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
2021 Q1	–	Sell	-59	Closed	-$7	–	427
2020 Q4	$7	Buy	59 +11	+23%	+$1.24K	﹤0.01%	595
2020 Q3	$5K	Sell	48 -27	-36%	-$2.64K	﹤0.01%	298
2020 Q2	$6	Buy	75 +27	+56%	+$2.22K	﹤0.01%	676
2020 Q1	$4	Hold	48	–	–	﹤0.01%	555
2019 Q4	$4K	Buy	+48	New	+$4.26K	﹤0.01%	704

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

tru Independence's ETN Position: Q1 2021 in Review

tru Independence sold out of Eaton (ETN) in Q1 2021, closing a stake of 59 shares — an estimated $7 sold.

tru Independence first reported a position in ETN in Q4 2019 and held it in 5 quarters. The position peaked at $5K in Q3 2020. 1,305 funds tracked by Wall St. Rank hold ETN as of Q1 2021.

tru Independence reported no remaining Eaton position as of Q1 2021 after selling out during the quarter.
tru Independence sold 59 Eaton shares in Q1 2021, an estimated $7.
tru Independence first reported a position in Eaton in Q4 2019 and held it in 5 quarters.
tru Independence's Eaton position peaked at $5K in Q3 2020.
1,305 funds tracked by Wall St. Rank held Eaton as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.