BIM
EV

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

Bogle 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
2017
Q3 		– Sell
-22,133
Closed -$1.05M – 382
2017
Q2 		$1.05M Buy
+22,133
New +$1.01M 0.08% 221

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Bogle Investment Management's EV Position: Q3 2017 in Review

Bogle Investment Management sold out of Eaton Vance Corp. (EV) in Q3 2017, closing a stake of 22,133 shares — an estimated $1.05M sold.

Bogle Investment Management first reported a position in EV in Q2 2017 and held it in 1 quarter. The position peaked at $1.05M in Q2 2017. 347 funds tracked by Wall St. Rank hold EV as of Q3 2017.

  • Bogle Investment Management reported no remaining Eaton Vance Corp. position as of Q3 2017 after selling out during the quarter.
  • Bogle Investment Management sold 22,133 Eaton Vance Corp. shares in Q3 2017, an estimated $1.05M.
  • Bogle Investment Management first reported a position in Eaton Vance Corp. in Q2 2017 and held it in 1 quarter.
  • Bogle Investment Management's Eaton Vance Corp. position peaked at $1.05M in Q2 2017.
  • 347 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2017.

Based on Bogle Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.