AF
EV

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

Allworth 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
2016
Q3 		– Sell
-25
Closed -$1K – 753
2016
Q2 		$1K Buy
+25
New +$877 ﹤0.01% 625

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

Allworth Financial's EV Position: Q3 2016 in Review

Allworth Financial sold out of Eaton Vance Corp. (EV) in Q3 2016, closing a stake of 25 shares — an estimated $1K sold.

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

  • Allworth Financial reported no remaining Eaton Vance Corp. position as of Q3 2016 after selling out during the quarter.
  • Allworth Financial sold 25 Eaton Vance Corp. shares in Q3 2016, an estimated $1K.
  • Allworth Financial first reported a position in Eaton Vance Corp. in Q2 2016 and held it in 1 quarter.
  • Allworth Financial's Eaton Vance Corp. position peaked at $1K in Q2 2016.
  • 320 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2016.

Based on Allworth Financial's 13F filing for Q3 2016, filed 7 Feb 2017.