AWMS
EV

Advocacy Wealth Management Services’s Eaton Vance Corp. EV Stock Holding History

Advocacy Wealth Management Services’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
2017
Q1 		– Sell
-500
Closed -$21K – 360
2016
Q4 		$21K Buy
+500
New +$19.7K 0.01% 142

Other funds holding EV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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

Advocacy Wealth Management Services's EV Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of Eaton Vance Corp. (EV) in Q1 2017, closing a stake of 500 shares — an estimated $21K sold.

Advocacy Wealth Management Services first reported a position in EV in Q4 2016 and held it in 1 quarter. The position peaked at $21K in Q4 2016. 346 funds tracked by Wall St. Rank hold EV as of Q1 2017.

  • Advocacy Wealth Management Services reported no remaining Eaton Vance Corp. position as of Q1 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 500 Eaton Vance Corp. shares in Q1 2017, an estimated $21K.
  • Advocacy Wealth Management Services first reported a position in Eaton Vance Corp. in Q4 2016 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Eaton Vance Corp. position peaked at $21K in Q4 2016.
  • 346 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.