ACI
EV

AMP Capital Investors’s Eaton Vance Corp. EV Stock Holding History

AMP Capital Investors’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
2020
Q4 		– Sell
-39,423
Closed -$1.5M – 1358
2020
Q3 		$1.5M Sell
39,423
-40,377
-51% -$1.54M 0.01% 760
2020
Q2 		$2.99M Buy
79,800
+21,839
+38% +$795K 0.02% 634
2020
Q1 		$1.96M Sell
57,961
-23,560
-29% -$999K 0.01% 659
2019
Q4 		$3.82M Buy
81,521
+35,769
+78% +$1.65M 0.02% 628
2019
Q3 		$2.07M Sell
45,752
-3,077
-6% -$133K 0.01% 748
2019
Q2 		$2.09M Hold
48,829
– – 0.01% 750
2019
Q1 		$1.97M Buy
48,829
+8,697
+22% +$345K 0.01% 756
2018
Q4 		$1.39M Buy
40,132
+11,107
+38% +$469K 0.01% 790
2018
Q3 		$1.52M Sell
29,025
-11,903
-29% -$631K 0.01% 808
2018
Q2 		$2.14M Sell
40,928
-7,691
-16% -$424K 0.01% 752
2018
Q1 		$2.65M Sell
48,619
-21,363
-31% -$1.21M 0.02% 701
2017
Q4 		$3.95M Buy
69,982
+19,076
+37% +$1.01M 0.02% 601
2017
Q3 		$2.51M Sell
50,906
-10,980
-18% -$525K 0.01% 705
2017
Q2 		$2.92M Sell
61,886
-67,500
-52% -$3.07M 0.02% 656
2017
Q1 		$5.81M Buy
129,386
+27,700
+27% +$1.23M 0.03% 486
2016
Q4 		$4.26M Buy
101,686
+64,208
+171% +$2.52M 0.03% 562
2016
Q3 		$1.43M Buy
37,478
+8,300
+28% +$318K 0.01% 793
2016
Q2 		$997K Hold
29,178
– – 0.01% 841
2016
Q1 		$970K Sell
29,178
-6,400
-18% -$191K 0.01% 846
2015
Q4 		$1.16M Sell
35,578
-4,700
-12% -$165K 0.01% 814
2015
Q3 		$1.34M Sell
40,278
-51,686
-56% -$1.9M 0.01% 773
2015
Q2 		$3.61M Hold
91,964
– – 0.02% 553
2015
Q1 		$3.85M Hold
91,964
– – 0.02% 556
2014
Q4 		$3.81M Buy
91,964
+7,100
+8% +$279K 0.02% 558
2014
Q3 		$3.23M Buy
84,864
+9,469
+13% +$355K 0.02% 613
2014
Q2 		$2.85M Buy
75,395
+20,000
+36% +$738K 0.02% 665
2014
Q1 		$2.09M Buy
55,395
+5,486
+11% +$211K 0.01% 708
2013
Q4 		$2.15M Sell
49,909
-18,300
-27% -$756K 0.02% 706
2013
Q3 		$2.67M Buy
68,209
+10,681
+19% +$425K 0.02% 644
2013
Q2 		$2.21M Buy
+57,528
New +$2.31M 0.02% 689

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AMP Capital Investors's EV Position: Q4 2020 in Review

AMP Capital Investors sold out of Eaton Vance Corp. (EV) in Q4 2020, closing a stake of 39,423 shares — an estimated $1.5M sold.

AMP Capital Investors first reported a position in EV in Q2 2013 and held it in 30 quarters. The position peaked at $5.81M in Q1 2017. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

  • AMP Capital Investors reported no remaining Eaton Vance Corp. position as of Q4 2020 after selling out during the quarter.
  • AMP Capital Investors sold 39,423 Eaton Vance Corp. shares in Q4 2020, an estimated $1.5M.
  • AMP Capital Investors first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 30 quarters.
  • AMP Capital Investors's Eaton Vance Corp. position peaked at $5.81M in Q1 2017.
  • 377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on AMP Capital Investors's 13F filing for Q4 2020, filed 12 Feb 2021.