Vontobel Swiss Wealth Advisors’s Eaton ETN Stock Holding History

Vontobel Swiss Wealth 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
2017 Q2	–	Sell	-27,485	Closed	-$2.04M	–	70
2017 Q1	$2.04M	Sell	27,485 -5,478	-17%	-$389K	1.1%	24
2016 Q4	$2.21M	Sell	32,963 -494	-1%	-$32.4K	1.36%	23
2016 Q3	$2.2M	Sell	33,457 -1,680	-5%	-$109K	1.18%	29
2016 Q2	$1.89M	Buy	35,137 +635	+2%	+$39K	1.12%	33
2016 Q1	$2.16M	Buy	34,502 +305	+0.9%	+$16.8K	1.15%	34
2015 Q4	$1.78M	Buy	+34,197	New	+$1.85M	1.05%	34

Other funds holding ETN

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Vontobel Swiss Wealth Advisors's ETN Position: Q2 2017 in Review

Vontobel Swiss Wealth Advisors sold out of Eaton (ETN) in Q2 2017, closing a stake of 27,485 shares — an estimated $2.04M sold.

Vontobel Swiss Wealth Advisors first reported a position in ETN in Q4 2015 and held it in 6 quarters. The position peaked at $2.21M in Q4 2016. 888 funds tracked by Wall St. Rank hold ETN as of Q2 2017.

Vontobel Swiss Wealth Advisors reported no remaining Eaton position as of Q2 2017 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 27,485 Eaton shares in Q2 2017, an estimated $2.04M.
Vontobel Swiss Wealth Advisors first reported a position in Eaton in Q4 2015 and held it in 6 quarters.
Vontobel Swiss Wealth Advisors's Eaton position peaked at $2.21M in Q4 2016.
888 funds tracked by Wall St. Rank held Eaton as of Q2 2017.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2017, filed 24 Jul 2017.