Arax Advisory Partners’s Eaton Vance Corp. EV Stock Holding History

Arax Advisory Partners’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 Q1	–	Sell	-231	Closed	-$11K	–	735
2019 Q4	$11K	Buy	231 +1	+0.4%	+$46	﹤0.01%	461
2019 Q3	$10K	Buy	230 +1	+0.4%	+$43	﹤0.01%	465
2019 Q2	$10K	Buy	+229	New	+$9.34K	﹤0.01%	470
2018 Q4	$9K	Sell	245 -30	-11%	-$1.27K	﹤0.01%	447
2018 Q3	$14K	Sell	275 -75	-21%	-$3.97K	0.01%	447
2018 Q2	$18K	Buy	350 +1	+0.3%	+$55	0.01%	305
2018 Q1	$19K	Sell	349 -527	-60%	-$29.9K	0.01%	286
2017 Q4	$49K	Buy	876 +1	+0.1%	+$53	0.02%	215
2017 Q3	$43K	Buy	875 +1	+0.1%	+$48	0.02%	230
2017 Q2	$41K	Sell	874 -47	-5%	-$2.14K	0.02%	245
2017 Q1	$41K	Sell	921 -65	-7%	-$2.88K	0.02%	224
2016 Q4	$41K	Buy	+986	New	+$38.8K	0.02%	192

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

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

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

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

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

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

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

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

Arax Advisory Partners's EV Position: Q1 2020 in Review

Arax Advisory Partners sold out of Eaton Vance Corp. (EV) in Q1 2020, closing a stake of 231 shares — an estimated $11K sold.

Arax Advisory Partners first reported a position in EV in Q4 2016 and held it in 12 quarters. The position peaked at $49K in Q4 2017. 334 funds tracked by Wall St. Rank hold EV as of Q1 2020.

Arax Advisory Partners reported no remaining Eaton Vance Corp. position as of Q1 2020 after selling out during the quarter.
Arax Advisory Partners sold 231 Eaton Vance Corp. shares in Q1 2020, an estimated $11K.
Arax Advisory Partners first reported a position in Eaton Vance Corp. in Q4 2016 and held it in 12 quarters.
Arax Advisory Partners's Eaton Vance Corp. position peaked at $49K in Q4 2017.
334 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2020.

Based on Arax Advisory Partners's 13F filing for Q1 2020, filed 13 May 2020.