B
EV

Baird’s Eaton Vance Corp. EV Stock Holding History

Baird’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
2015
Q1 		$216K Buy
5,178
+100
+2% +$4.14K ﹤0.01% 1202
2014
Q4 		$208K Buy
+5,078
New +$200K ﹤0.01% 1194

Other funds holding EV

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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 18.13% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

Baird's EV Position: Q1 2015 in Review

Baird increased its Eaton Vance Corp. (EV) stake by 2% in Q1 2015, buying an estimated $4.14K and bringing the position to 5,178 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Baird first reported a position in EV in Q4 2014 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold EV as of Q1 2015.

  • Baird held 5,178 shares of Eaton Vance Corp. worth $216K as of Q1 2015.
  • Baird bought 100 Eaton Vance Corp. shares in Q1 2015, an estimated $4.14K.
  • Eaton Vance Corp. made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1202 holding.
  • Baird first reported a position in Eaton Vance Corp. in Q4 2014 and has held it in 2 quarters since.
  • 302 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.