AIM
EV

Arcadia Investment Management’s Eaton Vance Corp. EV Stock Holding History

Arcadia Investment 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
2018
Q4 		– Sell
-1,419
Closed -$75K – 337
2018
Q3 		$75K Hold
1,419
– – 0.02% 191
2018
Q2 		$74K Hold
1,419
– – 0.02% 188
2018
Q1 		$79K Hold
1,419
– – 0.02% 184
2017
Q4 		$80K Hold
1,419
– – 0.02% 183
2017
Q3 		$70K Hold
1,419
– – 0.02% 198
2017
Q2 		$67K Sell
1,419
-5,184
-79% -$236K 0.02% 196
2017
Q1 		$297K Sell
6,603
-230
-3% -$10.2K 0.09% 110
2016
Q4 		$286K Buy
6,833
+6,219
+1,013% +$244K 0.09% 106
2016
Q3 		$24K Hold
614
– – 0.01% 255
2016
Q2 		$22K Buy
614
+384
+167% +$13.5K 0.01% 321
2016
Q1 		$8K Buy
+230
New +$6.85K ﹤0.01% 267

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
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 $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arcadia Investment Management's EV Position: Q4 2018 in Review

Arcadia Investment Management sold out of Eaton Vance Corp. (EV) in Q4 2018, closing a stake of 1,419 shares — an estimated $75K sold.

Arcadia Investment Management first reported a position in EV in Q1 2016 and held it in 11 quarters. The position peaked at $297K in Q1 2017. 359 funds tracked by Wall St. Rank hold EV as of Q4 2018.

  • Arcadia Investment Management reported no remaining Eaton Vance Corp. position as of Q4 2018 after selling out during the quarter.
  • Arcadia Investment Management sold 1,419 Eaton Vance Corp. shares in Q4 2018, an estimated $75K.
  • Arcadia Investment Management first reported a position in Eaton Vance Corp. in Q1 2016 and held it in 11 quarters.
  • Arcadia Investment Management's Eaton Vance Corp. position peaked at $297K in Q1 2017.
  • 359 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2018.

Based on Arcadia Investment Management's 13F filing for Q4 2018, filed 17 Jan 2019.