Adams Chetwood Wealth Management’s Eaton Vance Corp. EV Stock Holding History

Adams Chetwood Wealth 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
2021 Q1	–	Sell	-4,300	Closed	-$292K	–	77
2020 Q4	$292K	Buy	+4,300	New	+$269K	0.24%	65
2020 Q1	–	Sell	-4,300	Closed	-$201K	–	70
2019 Q4	$201K	Buy	+4,300	New	+$199K	0.21%	68

Other funds holding EV

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Adams Chetwood Wealth Management's EV Position: Q1 2021 in Review

Adams Chetwood Wealth Management sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 4,300 shares — an estimated $292K sold.

Adams Chetwood Wealth Management first reported a position in EV in Q4 2019 and held it in 2 quarters. The position peaked at $292K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

Adams Chetwood Wealth Management reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
Adams Chetwood Wealth Management sold 4,300 Eaton Vance Corp. shares in Q1 2021, an estimated $292K.
Adams Chetwood Wealth Management first reported a position in Eaton Vance Corp. in Q4 2019 and held it in 2 quarters.
Adams Chetwood Wealth Management's Eaton Vance Corp. position peaked at $292K in Q4 2020.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2021, filed 28 May 2021.