OptiFour Integrated Wealth Management »

Eaton shares owned by OptiFour Integrated Wealth Management

Quarter-by-quarter ownership of Eaton (ETN) shares owned by OptiFour Integrated Wealth Management from 13F filings

Historical chart of OptiFour Integrated Wealth Management investment in Eaton

Tip: Access up to 7 years of quarterly data

All positions including Eaton held by OptiFour Integrated Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Eaton by OptiFour Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2019-12-31 $258k 2.7k 94.85
2019-09-30 $226k 2.7k 83.09
2019-06-30 $227k 2.7k 83.46
2019-03-31 $219k 2.7k 80.51
2018-09-30 $236k 2.7k 86.76
2018-06-30 $203k 2.7k 74.63
2018-03-31 $217k 2.7k 79.78
2017-12-31 $215k 2.7k 79.04

More positions owned by OptiFour Integrated Wealth Management

iShares S&P 1500 Index Fund (ITOT)
Schwab U S Broad Market ETF (SCHB)
Vanguard Total Stock Market ETF (VTI)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Ishares Core Intl Stock Etf core (IXUS)
iShares Lehman Aggregate Bond (AGG)
SPDR Barclays Capital TIPS (SPIP)
Ishares Tr fltg rate nt (FLOT)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Tr Global Reit Etf (REET)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Schwab International Equity ETF (SCHF)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Schwab Strategic Tr us aggregate b (SCHZ)
Alamo (ALG)

View all positions for OptiFour Integrated Wealth Management

Top funds holding Eaton

Vanguard Group
BlackRock
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Bank of America Corporation
Massachusetts Financial Services
Morgan Stanley
Geode Capital Management
Capital World Investors
Nuveen Asset Management
Jennison Associates
Northern Trust
Alliancebernstein
Raymond James & Associates

View all funds holding Eaton