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EV

Avantax Planning Partners’s Eaton Vance Corp. EV Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-227
Closed -$12K – 1356
2018
Q3 		$12K Buy
+227
New +$12K ﹤0.01% 842
2018
Q2 		– Sell
-227
Closed -$13K – 1695
2018
Q1 		$13K Buy
+227
New +$12.9K ﹤0.01% 952

Other funds holding EV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $544B AUM 28.31% 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

Avantax Planning Partners's EV Position: Q4 2018 in Review

Avantax Planning Partners sold out of Eaton Vance Corp. (EV) in Q4 2018, closing a stake of 227 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in EV in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2018. 359 funds tracked by Wall St. Rank hold EV as of Q4 2018.

  • Avantax Planning Partners reported no remaining Eaton Vance Corp. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 227 Eaton Vance Corp. shares in Q4 2018, an estimated $12K.
  • Avantax Planning Partners first reported a position in Eaton Vance Corp. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Eaton Vance Corp. position peaked at $13K in Q1 2018.
  • 359 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.