Birch Hill Investment Advisors’s Eaton Vance Corp. EV Stock Holding History

Birch Hill 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
2018 Q2	–	Sell	-5,225	Closed	-$291K	–	146
2018 Q1	$291K	Sell	5,225 -650	-11%	-$36.9K	0.02%	124
2017 Q4	$331K	Hold	5,875	–	–	0.03%	114
2017 Q3	$290K	Sell	5,875 -250	-4%	-$11.9K	0.03%	115
2017 Q2	$290K	Sell	6,125 -2,550	-29%	-$116K	0.03%	114
2017 Q1	$390K	Sell	8,675 -31,675	-79%	-$1.4M	0.03%	104
2016 Q4	$1.69M	Sell	40,350 -10,015	-20%	-$394K	0.15%	65
2016 Q3	$1.97M	Sell	50,365 -3,075	-6%	-$118K	0.18%	61
2016 Q2	$1.89M	Sell	53,440 -2,600	-5%	-$91.2K	0.19%	60
2016 Q1	$1.88M	Sell	56,040 -105,995	-65%	-$3.16M	0.2%	60
2015 Q4	$5.25M	Sell	162,035 -12,675	-7%	-$444K	0.55%	44
2015 Q3	$5.84M	Sell	174,710 -217,650	-55%	-$8M	0.64%	43
2015 Q2	$15.4M	Sell	392,360 -12,275	-3%	-$506K	1.58%	23
2015 Q1	$16.8M	Buy	404,635 +4,040	+1%	+$167K	1.72%	22
2014 Q4	$16.4M	Buy	400,595 +392,595	+4,907%	+$15.4M	1.66%	24
2014 Q3	$302K	Buy	8,000 +1,000	+14%	+$37.5K	0.03%	118
2014 Q2	$265K	Sell	7,000 -2,000	-22%	-$73.8K	0.03%	124
2014 Q1	$343K	Sell	9,000 -2,000	-18%	-$77.1K	0.04%	111
2013 Q4	$471K	Sell	11,000 -3,000	-21%	-$124K	0.05%	106
2013 Q3	$544K	Sell	14,000 -2,000	-13%	-$79.6K	0.06%	102
2013 Q2	$601K	Buy	+16,000	New	+$644K	0.08%	96

Other funds holding EV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Birch Hill Investment Advisors's EV Position: Q2 2018 in Review

Birch Hill Investment Advisors sold out of Eaton Vance Corp. (EV) in Q2 2018, closing a stake of 5,225 shares — an estimated $291K sold.

Birch Hill Investment Advisors first reported a position in EV in Q2 2013 and held it in 20 quarters. The position peaked at $16.8M in Q1 2015. 371 funds tracked by Wall St. Rank hold EV as of Q2 2018.

Birch Hill Investment Advisors reported no remaining Eaton Vance Corp. position as of Q2 2018 after selling out during the quarter.
Birch Hill Investment Advisors sold 5,225 Eaton Vance Corp. shares in Q2 2018, an estimated $291K.
Birch Hill Investment Advisors first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 20 quarters.
Birch Hill Investment Advisors's Eaton Vance Corp. position peaked at $16.8M in Q1 2015.
371 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2018.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.