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

Baystate 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
2019 Q2	–	Sell	-20	Closed	-$1K	–	687
2019 Q1	$1K	Buy	+20	New	+$793	﹤0.01%	649

Other funds holding EV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Baystate Wealth Management's EV Position: Q2 2019 in Review

Baystate Wealth Management sold out of Eaton Vance Corp. (EV) in Q2 2019, closing a stake of 20 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in EV in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 352 funds tracked by Wall St. Rank hold EV as of Q2 2019.

Baystate Wealth Management reported no remaining Eaton Vance Corp. position as of Q2 2019 after selling out during the quarter.
Baystate Wealth Management sold 20 Eaton Vance Corp. shares in Q2 2019, an estimated $1K.
Baystate Wealth Management first reported a position in Eaton Vance Corp. in Q1 2019 and held it in 1 quarter.
Baystate Wealth Management's Eaton Vance Corp. position peaked at $1K in Q1 2019.
352 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2019.

Based on Baystate Wealth Management's 13F filing for Q2 2019, filed 2 Jul 2019.