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Winslow Evans & Crocker’s Eaton ETN Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$322K Buy
2,682
+78
+3% +$8.81K 0.06% 253
2020
Q3 		$266K Hold
2,604
– – 0.07% 240
2020
Q2 		$228K Hold
2,604
– – 0.06% 252
2020
Q1 		$204K Sell
2,604
-236
-8% -$21.6K 0.07% 241
2019
Q4 		$270K Hold
2,840
– – 0.07% 246
2019
Q3 		$236K Hold
2,840
– – 0.07% 266
2019
Q2 		$238K Sell
2,840
-40
-1% -$3.24K 0.07% 265
2019
Q1 		$232K Buy
2,880
+40
+1% +$3.05K 0.07% 271
2018
Q4 		$196K Hold
2,840
– – 0.07% 267
2018
Q3 		$248K Sell
2,840
-500
-15% -$40.9K 0.08% 242
2018
Q2 		$250K Sell
3,340
-42
-1% -$3.25K 0.08% 227
2018
Q1 		$270K Hold
3,382
– – 0.09% 217
2017
Q4 		$267K Buy
3,382
+38
+1% +$2.95K 0.09% 220
2017
Q3 		$257K Sell
3,344
-2,514
-43% -$190K 0.09% 224
2017
Q2 		$447K Buy
5,858
+4,794
+451% +$365K 0.12% 187
2017
Q1 		$78.8K Sell
1,064
-186
-15% -$13.2K 0.02% 450
2016
Q4 		$83.7K Sell
1,250
-2,398
-66% -$157K 0.03% 436
2016
Q3 		$240K Hold
3,648
– – 0.07% 274
2016
Q2 		$218K Sell
3,648
-134
-4% -$8.23K 0.07% 265
2016
Q1 		$237K Sell
3,782
-210
-5% -$11.6K 0.07% 244
2015
Q4 		$208K Buy
3,992
+1,894
+90% +$103K 0.06% 286
2015
Q3 		$108K Sell
2,098
-36
-2% -$2.13K 0.03% 375
2015
Q2 		$144K Buy
2,134
+352
+20% +$24.8K 0.04% 362
2015
Q1 		$121K Hold
1,782
– – 0.03% 390
2014
Q4 		$121K Sell
1,782
-366
-17% -$24.1K 0.03% 372
2014
Q3 		$136K Buy
2,148
+33
+2% +$2.34K 0.04% 373
2014
Q2 		$163K Buy
2,115
+252
+14% +$18.7K 0.05% 287
2014
Q1 		$140K Buy
1,863
+742
+66% +$54.7K 0.05% 306
2013
Q4 		$86K Buy
+1,121
New +$79.8K 0.03% 405

Other funds holding ETN

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winslow Evans & Crocker's ETN Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Eaton (ETN) stake by 3% in Q4 2020, buying an estimated $8.81K and bringing the position to 2,682 shares worth $322K. The position accounts for 0.06% of the portfolio, ranked #253.

Winslow Evans & Crocker first reported a position in ETN in Q4 2013 and has held it in 29 quarters since. The position peaked at $447K in Q2 2017. 1,228 funds tracked by Wall St. Rank hold ETN as of Q4 2020.

  • Winslow Evans & Crocker held 2,682 shares of Eaton worth $322K as of Q4 2020.
  • Winslow Evans & Crocker bought 78 Eaton shares in Q4 2020, an estimated $8.81K.
  • Eaton made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #253 holding.
  • Winslow Evans & Crocker first reported a position in Eaton in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Eaton position peaked at $447K in Q2 2017.
  • 1,228 funds tracked by Wall St. Rank held Eaton as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.