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WFG Advisors’s Eaton ETN Stock Holding History

WFG 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 		$21K Buy
272
+155
+132% +$11.8K ﹤0.01% 939
2017
Q1 		$9K Sell
117
-451
-79% -$32K ﹤0.01% 1101
2016
Q4 		$38K Buy
568
+2
+0.4% +$131 0.01% 776
2016
Q3 		$37K Buy
566
+1
+0.2% +$65 0.01% 776
2016
Q2 		$34K Sell
565
-18
-3% -$1.11K 0.01% 795
2016
Q1 		$36K Buy
583
+1
+0.2% +$55 0.01% 749
2015
Q4 		$30K Buy
582
+18
+3% +$975 0.01% 791
2015
Q3 		$29K Sell
564
-1,407
-71% -$83.1K 0.01% 780
2015
Q2 		$133K Buy
1,971
+78
+4% +$5.51K 0.04% 460
2015
Q1 		$129K Sell
1,893
-1,080
-36% -$73.4K 0.04% 455
2014
Q4 		$202K Buy
2,973
+2
+0.1% +$132 0.04% 425
2014
Q3 		$188K Buy
2,971
+1,196
+67% +$84.8K 0.04% 463
2014
Q2 		$137K Buy
1,775
+554
+45% +$41.1K 0.03% 551
2014
Q1 		$92K Sell
1,221
-192
-14% -$14.1K 0.02% 662
2013
Q4 		$108K Buy
1,413
+2
+0.1% +$142 0.02% 713
2013
Q3 		$97K Sell
1,411
-52
-4% -$3.49K 0.02% 707
2013
Q2 		$96K Buy
+1,463
New +$92.2K 0.02% 678

Other funds holding ETN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's ETN Position: Q2 2017 in Review

WFG Advisors increased its Eaton (ETN) stake by 132% in Q2 2017, buying an estimated $11.8K and bringing the position to 272 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

WFG Advisors first reported a position in ETN in Q2 2013 and has held it in 17 quarters since. The position peaked at $202K in Q4 2014. 888 funds tracked by Wall St. Rank hold ETN as of Q2 2017.

  • WFG Advisors held 272 shares of Eaton worth $21K as of Q2 2017.
  • WFG Advisors bought 155 Eaton shares in Q2 2017, an estimated $11.8K.
  • Eaton made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #939 holding.
  • WFG Advisors first reported a position in Eaton in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Eaton position peaked at $202K in Q4 2014.
  • 888 funds tracked by Wall St. Rank held Eaton as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.