Welch Capital Partners’s Eaton ETN Stock Holding History

Welch Capital Partners’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
2014 Q4	–	Sell	-110,908	Closed	-$7.03M	–	36
2014 Q3	$7.03M	Buy	+110,908	New	+$7.87M	2.31%	24

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BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Welch Capital Partners's ETN Position: Q4 2014 in Review

Welch Capital Partners sold out of Eaton (ETN) in Q4 2014, closing a stake of 110,908 shares — an estimated $7.03M sold.

Welch Capital Partners first reported a position in ETN in Q3 2014 and held it in 1 quarter. The position peaked at $7.03M in Q3 2014. 812 funds tracked by Wall St. Rank hold ETN as of Q4 2014.

Welch Capital Partners reported no remaining Eaton position as of Q4 2014 after selling out during the quarter.
Welch Capital Partners sold 110,908 Eaton shares in Q4 2014, an estimated $7.03M.
Welch Capital Partners first reported a position in Eaton in Q3 2014 and held it in 1 quarter.
Welch Capital Partners's Eaton position peaked at $7.03M in Q3 2014.
812 funds tracked by Wall St. Rank held Eaton as of Q4 2014.

Based on Welch Capital Partners's 13F filing for Q4 2014, filed 9 Feb 2015.