Wealthstreet Investment Advisors’s Eaton ETN Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-6,101	Closed	-$844K	–	168
2021 Q1	$844K	Sell	6,101 -100	-2%	-$12.9K	0.08%	188
2020 Q4	$745K	Hold	6,201	–	–	0.08%	193
2020 Q3	$633K	Sell	6,201 -300	-5%	-$29.3K	0.07%	195
2020 Q2	$569K	Hold	6,501	–	–	0.07%	196
2020 Q1	$505K	Hold	6,501	–	–	0.07%	186
2019 Q4	$616K	Hold	6,501	–	–	0.07%	211
2019 Q3	$578K	Hold	6,501	–	–	0.07%	203
2019 Q2	$541K	Sell	6,501 -300	-4%	-$24.3K	0.07%	213
2019 Q1	$548K	Sell	6,801 -200	-3%	-$15.3K	0.07%	207
2018 Q4	$484K	Sell	7,001 -2,349	-25%	-$176K	0.07%	220
2018 Q3	$811K	Hold	9,350	–	–	0.1%	182
2018 Q2	$699K	Sell	9,350 -1,100	-11%	-$85.1K	0.09%	197
2018 Q1	$835K	Sell	10,450 -50	-0.5%	-$4.1K	0.1%	173
2017 Q4	$830K	Buy	+10,500	New	+$816K	0.1%	175

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthstreet Investment Advisors's ETN Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Eaton (ETN) in Q2 2021, closing a stake of 6,101 shares — an estimated $844K sold.

Wealthstreet Investment Advisors first reported a position in ETN in Q4 2017 and held it in 14 quarters. The position peaked at $844K in Q1 2021. 1,310 funds tracked by Wall St. Rank hold ETN as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Eaton position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 6,101 Eaton shares in Q2 2021, an estimated $844K.
Wealthstreet Investment Advisors first reported a position in Eaton in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Eaton position peaked at $844K in Q1 2021.
1,310 funds tracked by Wall St. Rank held Eaton as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.