B. Riley Wealth Management’s Eaton Vance Corp. EV Stock Holding History

B. Riley Wealth 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	-6,300	Closed	-$428K	–	502
2020 Q4	$428K	Hold	6,300	–	–	0.06%	223
2020 Q3	$240K	Sell	6,300 -206	-3%	-$7.88K	0.03%	334
2020 Q2	$251K	Sell	6,506 -1,099	-14%	-$40K	0.03%	334
2020 Q1	$245K	Buy	+7,605	New	+$323K	0.03%	398
2014 Q2	–	Sell	-39	Closed	-$1.44K	–	1189
2014 Q1	$1K	Buy	+39	New	+$1.5K	﹤0.01%	1061

Other funds holding EV

IAIM

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

B. Riley Wealth Management's EV Position: Q1 2021 in Review

B. Riley Wealth Management sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 6,300 shares — an estimated $428K sold.

B. Riley Wealth Management first reported a position in EV in Q1 2014 and held it in 5 quarters. The position peaked at $428K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

B. Riley Wealth Management reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
B. Riley Wealth Management sold 6,300 Eaton Vance Corp. shares in Q1 2021, an estimated $428K.
B. Riley Wealth Management first reported a position in Eaton Vance Corp. in Q1 2014 and held it in 5 quarters.
B. Riley Wealth Management's Eaton Vance Corp. position peaked at $428K in Q4 2020.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on B. Riley Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.