BPWA
EV

Beacon Pointe Wealth Advisors’s Eaton Vance Corp. EV Stock Holding History

Beacon Pointe Wealth Advisors’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
Q4 		$1.51M Buy
+32,354
New +$1.5M 0.28% 77
2019
Q3 		– Sell
-38,987
Closed -$1.68M – 295
2019
Q2 		$1.68M Buy
38,987
+337
+0.9% +$13.7K 0.36% 61
2019
Q1 		$1.56M Buy
+38,650
New +$1.53M 0.36% 58

Other funds holding EV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Wealth Advisors's EV Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in Eaton Vance Corp. (EV) in Q4 2019: 32,354 shares worth $1.51M. The stake represents 0.28% of the portfolio and ranks #77 among its holdings. This is a return to the name: Beacon Pointe Wealth Advisors previously reported a position in EV as recently as Q2 2019.

Beacon Pointe Wealth Advisors first reported a position in EV in Q1 2019 and has held it in 3 quarters since. The position peaked at $1.68M in Q2 2019. 371 funds tracked by Wall St. Rank hold EV as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 32,354 shares of Eaton Vance Corp. worth $1.51M as of Q4 2019.
  • Eaton Vance Corp. was a new Beacon Pointe Wealth Advisors position in Q4 2019.
  • Eaton Vance Corp. made up 0.28% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #77 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Eaton Vance Corp. in Q1 2019 and has held it in 3 quarters since.
  • Beacon Pointe Wealth Advisors's Eaton Vance Corp. position peaked at $1.68M in Q2 2019.
  • 371 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.