Banyan Partners’s Eaton Vance Corp. EV Stock Holding History

Banyan 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
2013 Q4	–	Sell	-6,703	Closed	-$260K	–	450
2013 Q3	$260K	Buy	+6,703	New	+$267K	0.02%	280

Other funds holding EV

IIS

Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Banyan Partners's EV Position: Q4 2013 in Review

Banyan Partners sold out of Eaton Vance Corp. (EV) in Q4 2013, closing a stake of 6,703 shares — an estimated $260K sold.

Banyan Partners first reported a position in EV in Q3 2013 and held it in 1 quarter. The position peaked at $260K in Q3 2013. 307 funds tracked by Wall St. Rank hold EV as of Q4 2013.

Banyan Partners reported no remaining Eaton Vance Corp. position as of Q4 2013 after selling out during the quarter.
Banyan Partners sold 6,703 Eaton Vance Corp. shares in Q4 2013, an estimated $260K.
Banyan Partners first reported a position in Eaton Vance Corp. in Q3 2013 and held it in 1 quarter.
Banyan Partners's Eaton Vance Corp. position peaked at $260K in Q3 2013.
307 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2013.

Based on Banyan Partners's 13F filing for Q4 2013, filed 12 Feb 2014.