BAIA
EV

Bel Air Investment Advisors’s Eaton Vance Corp. EV Stock Holding History

Bel Air Investment 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
2013
Q3 		$692K Hold
17,825
– – 0.1% 70
2013
Q2 		$670K Buy
+17,825
New +$717K 0.1% 67

Other funds holding EV

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SF
Sarofim Fayez Houston, Texas $20.5B AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.03% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Bel Air Investment Advisors's EV Position: Q3 2013 in Review

Bel Air Investment Advisors held its Eaton Vance Corp. (EV) position steady in Q3 2013 at 17,825 shares worth $692K. The position accounts for 0.1% of the portfolio, ranked #70.

Bel Air Investment Advisors first reported a position in EV in Q2 2013 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold EV as of Q3 2013.

  • Bel Air Investment Advisors held 17,825 shares of Eaton Vance Corp. worth $692K as of Q3 2013.
  • Bel Air Investment Advisors left its Eaton Vance Corp. share count unchanged in Q3 2013.
  • Eaton Vance Corp. made up 0.1% of Bel Air Investment Advisors's portfolio in Q3 2013, its #70 holding.
  • Bel Air Investment Advisors first reported a position in Eaton Vance Corp. in Q2 2013 and has held it in 2 quarters since.
  • 294 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2013.

Based on Bel Air Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.