1832 Asset Management
EV

1832 Asset Management’s Eaton Vance Corp. EV Stock Holding History

1832 Asset Management’s Portfolio EV Stock Details EV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-868
Closed -$31K – 776
2016
Q2 		$31K Buy
+868
New +$30.5K ﹤0.01% 548

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

1832 Asset Management's EV Position: Q3 2016 in Review

1832 Asset Management sold out of Eaton Vance Corp. (EV) in Q3 2016, closing a stake of 868 shares — an estimated $31K sold.

1832 Asset Management first reported a position in EV in Q2 2016 and held it in 1 quarter. The position peaked at $31K in Q2 2016. 320 funds tracked by Wall St. Rank hold EV as of Q3 2016.

  • 1832 Asset Management reported no remaining Eaton Vance Corp. position as of Q3 2016 after selling out during the quarter.
  • 1832 Asset Management sold 868 Eaton Vance Corp. shares in Q3 2016, an estimated $31K.
  • 1832 Asset Management first reported a position in Eaton Vance Corp. in Q2 2016 and held it in 1 quarter.
  • 1832 Asset Management's Eaton Vance Corp. position peaked at $31K in Q2 2016.
  • 320 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2016.

Based on 1832 Asset Management's 13F filing for Q3 2016, filed 15 Nov 2016.