Biegel & Waller’s Eaton Vance Corp. EV Stock Holding History

Biegel & Waller’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
2017 Q1	–	Sell	-5,000	Closed	-$217K	–	58
2016 Q4	$217K	Buy	+5,000	New	+$197K	0.15%	47

Other funds holding EV

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

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

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

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

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

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

LCOV

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Biegel & Waller's EV Position: Q1 2017 in Review

Biegel & Waller sold out of Eaton Vance Corp. (EV) in Q1 2017, closing a stake of 5,000 shares — an estimated $217K sold.

Biegel & Waller first reported a position in EV in Q4 2016 and held it in 1 quarter. The position peaked at $217K in Q4 2016. 346 funds tracked by Wall St. Rank hold EV as of Q1 2017.

Biegel & Waller reported no remaining Eaton Vance Corp. position as of Q1 2017 after selling out during the quarter.
Biegel & Waller sold 5,000 Eaton Vance Corp. shares in Q1 2017, an estimated $217K.
Biegel & Waller first reported a position in Eaton Vance Corp. in Q4 2016 and held it in 1 quarter.
Biegel & Waller's Eaton Vance Corp. position peaked at $217K in Q4 2016.
346 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2017.

Based on Biegel & Waller's 13F filing for Q1 2017, filed 12 May 2017.