AWM
EV

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

AE 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
2017
Q4 		– Sell
-12,136
Closed -$599K – 474
2017
Q3 		$599K Sell
12,136
-50
-0.4% -$2.39K 0.06% 218
2017
Q2 		$577K Buy
+12,186
New +$554K 0.07% 213

Other funds holding EV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AE Wealth Management's EV Position: Q4 2017 in Review

AE Wealth Management sold out of Eaton Vance Corp. (EV) in Q4 2017, closing a stake of 12,136 shares — an estimated $599K sold.

AE Wealth Management first reported a position in EV in Q2 2017 and held it in 2 quarters. The position peaked at $599K in Q3 2017. 374 funds tracked by Wall St. Rank hold EV as of Q4 2017.

  • AE Wealth Management reported no remaining Eaton Vance Corp. position as of Q4 2017 after selling out during the quarter.
  • AE Wealth Management sold 12,136 Eaton Vance Corp. shares in Q4 2017, an estimated $599K.
  • AE Wealth Management first reported a position in Eaton Vance Corp. in Q2 2017 and held it in 2 quarters.
  • AE Wealth Management's Eaton Vance Corp. position peaked at $599K in Q3 2017.
  • 374 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2017.

Based on AE Wealth Management's 13F filing for Q4 2017, filed 6 Feb 2018.