BFIM
EV

Beese Fulmer Investment Management’s Eaton Vance Corp. EV Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-300
Closed -$12K – 595
2020
Q2 		$12K Buy
+300
New +$10.9K ﹤0.01% 464

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Beese Fulmer Investment Management's EV Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Eaton Vance Corp. (EV) in Q3 2020, closing a stake of 300 shares — an estimated $12K sold.

Beese Fulmer Investment Management first reported a position in EV in Q2 2020 and held it in 1 quarter. The position peaked at $12K in Q2 2020. 321 funds tracked by Wall St. Rank hold EV as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Eaton Vance Corp. position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 300 Eaton Vance Corp. shares in Q3 2020, an estimated $12K.
  • Beese Fulmer Investment Management first reported a position in Eaton Vance Corp. in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Eaton Vance Corp. position peaked at $12K in Q2 2020.
  • 321 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.