Advisornet Financial’s Eaton Vance Corp. EV Stock Holding History

Advisornet Financial’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
2019 Q3	–	Sell	-172	Closed	-$7K	–	2012
2019 Q2	$7K	Hold	172	–	–	﹤0.01%	1331
2019 Q1	$7K	Hold	172	–	–	﹤0.01%	1272
2018 Q4	$6K	Sell	172 -85	-33%	-$3.59K	﹤0.01%	1214
2018 Q3	$14K	Hold	257	–	–	﹤0.01%	1052
2018 Q2	$13K	Hold	257	–	–	﹤0.01%	1081
2018 Q1	$14K	Buy	257 +85	+49%	+$4.83K	﹤0.01%	1017
2017 Q4	$10K	Buy	+172	New	+$9.1K	﹤0.01%	1014

Other funds holding EV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisornet Financial's EV Position: Q3 2019 in Review

Advisornet Financial sold out of Eaton Vance Corp. (EV) in Q3 2019, closing a stake of 172 shares — an estimated $7K sold.

Advisornet Financial first reported a position in EV in Q4 2017 and held it in 7 quarters. The position peaked at $14K in Q3 2018. 346 funds tracked by Wall St. Rank hold EV as of Q3 2019.

Advisornet Financial reported no remaining Eaton Vance Corp. position as of Q3 2019 after selling out during the quarter.
Advisornet Financial sold 172 Eaton Vance Corp. shares in Q3 2019, an estimated $7K.
Advisornet Financial first reported a position in Eaton Vance Corp. in Q4 2017 and held it in 7 quarters.
Advisornet Financial's Eaton Vance Corp. position peaked at $14K in Q3 2018.
346 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2019.

Based on Advisornet Financial's 13F filing for Q3 2019, filed 23 Oct 2019.