Archford Capital Strategies’s Eaton Vance Corp. EV Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-90	Closed	-$4K	–	552
2019 Q2	$4K	Buy	90 +27	+43%	+$1.1K	﹤0.01%	493
2019 Q1	$3K	Hold	63	–	–	﹤0.01%	478
2018 Q4	$2K	Hold	63	–	–	﹤0.01%	477
2018 Q3	$3K	Hold	63	–	–	﹤0.01%	486
2018 Q2	$3K	Hold	63	–	–	﹤0.01%	565
2018 Q1	$4K	Buy	+63	New	+$3.58K	﹤0.01%	435
2017 Q2	–	Sell	-63	Closed	-$3K	–	679
2017 Q1	$3K	Hold	63	–	–	﹤0.01%	570
2016 Q4	$2K	Hold	63	–	–	﹤0.01%	543
2016 Q3	$2K	Sell	63 -63	-50%	-$2.41K	﹤0.01%	563
2016 Q2	$4K	Buy	+126	New	+$4.42K	﹤0.01%	542
2016 Q1	–	Sell	-126	Closed	-$6K	–	662
2015 Q4	$6K	Hold	126	–	–	﹤0.01%	554
2015 Q3	$4K	Buy	126 +63	+100%	+$2.32K	﹤0.01%	496
2015 Q2	$2K	Hold	63	–	–	﹤0.01%	528
2015 Q1	$2.62K	Hold	63	–	–	﹤0.01%	480
2014 Q4	$3K	Hold	63	–	–	﹤0.01%	483
2014 Q3	$2K	Hold	63	–	–	﹤0.01%	551
2014 Q2	$2.38K	Hold	63	–	–	﹤0.01%	649
2014 Q1	$2.4K	Buy	+63	New	+$2.43K	﹤0.01%	629

Other funds holding EV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Archford Capital Strategies's EV Position: Q3 2019 in Review

Archford Capital Strategies sold out of Eaton Vance Corp. (EV) in Q3 2019, closing a stake of 90 shares — an estimated $4K sold.

Archford Capital Strategies first reported a position in EV in Q1 2014 and held it in 18 quarters. The position peaked at $6K in Q4 2015. 346 funds tracked by Wall St. Rank hold EV as of Q3 2019.

Archford Capital Strategies reported no remaining Eaton Vance Corp. position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 90 Eaton Vance Corp. shares in Q3 2019, an estimated $4K.
Archford Capital Strategies first reported a position in Eaton Vance Corp. in Q1 2014 and held it in 18 quarters.
Archford Capital Strategies's Eaton Vance Corp. position peaked at $6K in Q4 2015.
346 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.