AI
EV

Atria Investments’s Eaton Vance Corp. EV Stock Holding History

Atria Investments’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
2014
Q1 		– Sell
-8,580
Closed -$367K – 474
2013
Q4 		$367K Buy
8,580
+247
+3% +$10.2K 0.04% 340
2013
Q3 		$324K Sell
8,333
-716
-8% -$28.5K 0.03% 348
2013
Q2 		$340K Buy
+9,049
New +$364K 0.04% 264

Other funds holding EV

IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Atria Investments's EV Position: Q1 2014 in Review

Atria Investments sold out of Eaton Vance Corp. (EV) in Q1 2014, closing a stake of 8,580 shares — an estimated $367K sold.

Atria Investments first reported a position in EV in Q2 2013 and held it in 3 quarters. The position peaked at $367K in Q4 2013. 293 funds tracked by Wall St. Rank hold EV as of Q1 2014.

  • Atria Investments reported no remaining Eaton Vance Corp. position as of Q1 2014 after selling out during the quarter.
  • Atria Investments sold 8,580 Eaton Vance Corp. shares in Q1 2014, an estimated $367K.
  • Atria Investments first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 3 quarters.
  • Atria Investments's Eaton Vance Corp. position peaked at $367K in Q4 2013.
  • 293 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2014.

Based on Atria Investments's 13F filing for Q1 2014, filed 12 May 2014.