Bank of the West’s Eaton Vance Corp. EV Stock Holding History

Bank of the West’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	-4,937	Closed	-$335K	–	227
2020 Q4	$335K	Buy	+4,937	New	+$308K	0.04%	181
2020 Q1	–	Sell	-4,937	Closed	-$231K	–	283
2019 Q4	$231K	Hold	4,937	–	–	0.03%	251
2019 Q3	$222K	Hold	4,937	–	–	0.03%	257
2019 Q2	$213K	Buy	+4,937	New	+$201K	0.03%	260
2018 Q4	–	Sell	-4,937	Closed	-$259K	–	306
2018 Q3	$259K	Hold	4,937	–	–	0.03%	270
2018 Q2	$258K	Hold	4,937	–	–	0.03%	272
2018 Q1	$275K	Sell	4,937 -50	-1%	-$2.84K	0.03%	270
2017 Q4	$281K	Sell	4,987 -2,817	-36%	-$149K	0.04%	257
2017 Q3	$385K	Hold	7,804	–	–	0.05%	228
2017 Q2	$369K	Buy	7,804 +50	+0.6%	+$2.27K	0.05%	234
2017 Q1	$349K	Hold	7,754	–	–	0.04%	242
2016 Q4	$325K	Hold	7,754	–	–	0.05%	241
2016 Q3	$303K	Hold	7,754	–	–	0.04%	249
2016 Q2	$274K	Hold	7,754	–	–	0.04%	257
2016 Q1	$260K	Buy	+7,754	New	+$231K	0.04%	253

Other funds holding EV

IAIM

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

Bank of the West's EV Position: Q1 2021 in Review

Bank of the West sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 4,937 shares — an estimated $335K sold.

Bank of the West first reported a position in EV in Q1 2016 and held it in 15 quarters. The position peaked at $385K in Q3 2017. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

Bank of the West reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
Bank of the West sold 4,937 Eaton Vance Corp. shares in Q1 2021, an estimated $335K.
Bank of the West first reported a position in Eaton Vance Corp. in Q1 2016 and held it in 15 quarters.
Bank of the West's Eaton Vance Corp. position peaked at $385K in Q3 2017.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Bank of the West's 13F filing for Q1 2021, filed 10 May 2021.