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Willingdon Wealth Management’s Eaton ETN Stock Holding History

Willingdon Wealth Management’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
2019
Q4 		– Sell
-28
Closed -$2K – 426
2019
Q3 		$2K Buy
+28
New +$2.27K ﹤0.01% 341
2018
Q1 		– Sell
-200
Closed -$16K – 349
2017
Q4 		$16K Buy
+200
New +$15.5K 0.01% 210

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Massachusetts Financial Services
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Willingdon Wealth Management's ETN Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Eaton (ETN) in Q4 2019, closing a stake of 28 shares — an estimated $2K sold.

Willingdon Wealth Management first reported a position in ETN in Q4 2017 and held it in 2 quarters. The position peaked at $16K in Q4 2017. 1,171 funds tracked by Wall St. Rank hold ETN as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Eaton position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 28 Eaton shares in Q4 2019, an estimated $2K.
  • Willingdon Wealth Management first reported a position in Eaton in Q4 2017 and held it in 2 quarters.
  • Willingdon Wealth Management's Eaton position peaked at $16K in Q4 2017.
  • 1,171 funds tracked by Wall St. Rank held Eaton as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.