AUA Capital Management’s Eaton Vance Corp. EV Stock Holding History

AUA Capital 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
2021 Q1	–	Sell	-9	Closed	-$1K	–	375
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	341
2020 Q3	$0	Hold	9	–	–	﹤0.01%	366
2020 Q2	$0	Hold	9	–	–	﹤0.01%	191
2020 Q1	$0	Hold	9	–	–	﹤0.01%	185
2019 Q4	$0	Hold	9	–	–	﹤0.01%	187
2019 Q3	$0	Hold	9	–	–	﹤0.01%	189
2019 Q2	$0	Hold	9	–	–	﹤0.01%	189
2019 Q1	$0	Hold	9	–	–	﹤0.01%	185
2018 Q4	$0	Hold	9	–	–	﹤0.01%	188
2018 Q3	$0	Hold	9	–	–	﹤0.01%	187
2018 Q2	$0	Hold	9	–	–	﹤0.01%	203
2018 Q1	$1K	Hold	9	–	–	﹤0.01%	199
2017 Q4	$1K	Hold	9	–	–	﹤0.01%	205
2017 Q3	$0	Hold	9	–	–	﹤0.01%	208
2017 Q2	$0	Hold	9	–	–	﹤0.01%	217
2017 Q1	$0	Hold	9	–	–	﹤0.01%	210
2016 Q4	$0	Buy	+9	New	+$354	﹤0.01%	202

Other funds holding EV

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

AUA Capital Management's EV Position: Q1 2021 in Review

AUA Capital Management sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 9 shares — an estimated $1K sold.

AUA Capital Management first reported a position in EV in Q4 2016 and held it in 17 quarters. The position peaked at $1K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

AUA Capital Management reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
AUA Capital Management sold 9 Eaton Vance Corp. shares in Q1 2021, an estimated $1K.
AUA Capital Management first reported a position in Eaton Vance Corp. in Q4 2016 and held it in 17 quarters.
AUA Capital Management's Eaton Vance Corp. position peaked at $1K in Q4 2020.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on AUA Capital Management's 13F filing for Q1 2021, filed 5 May 2021.