Boston Private Bank & Trust’s Eaton Vance Corp. EV Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$2.14M	Buy	51,343 +273	+0.5%	+$11.3K	0.1%	179
2014 Q4	$2.09M	Buy	51,070 +2,650	+5%	+$104K	0.1%	182
2014 Q3	$1.83M	Hold	48,420	–	–	0.09%	188
2014 Q2	$1.83M	Buy	48,420 +43,433	+871%	+$1.6M	0.09%	188
2014 Q1	$190K	Buy	4,987 +37	+0.7%	+$1.43K	0.01%	400
2013 Q4	$212K	Sell	4,950 -75	-1%	-$3.1K	0.01%	389
2013 Q3	$195K	Hold	5,025	–	–	0.01%	383
2013 Q2	$189K	Buy	+5,025	New	+$202K	0.01%	374

Other funds holding EV

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

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

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

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

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

YCMGA

York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

Boston Private Bank & Trust's EV Position: Q1 2015 in Review

Boston Private Bank & Trust increased its Eaton Vance Corp. (EV) stake by 0.53% in Q1 2015, buying an estimated $11.3K and bringing the position to 51,343 shares worth $2.14M. The position accounts for 0.1% of the portfolio, ranked #179.

Boston Private Bank & Trust first reported a position in EV in Q2 2013 and has held it in 8 quarters since. 302 funds tracked by Wall St. Rank hold EV as of Q1 2015.

Boston Private Bank & Trust held 51,343 shares of Eaton Vance Corp. worth $2.14M as of Q1 2015.
Boston Private Bank & Trust bought 273 Eaton Vance Corp. shares in Q1 2015, an estimated $11.3K.
Eaton Vance Corp. made up 0.1% of Boston Private Bank & Trust's portfolio in Q1 2015, its #179 holding.
Boston Private Bank & Trust first reported a position in Eaton Vance Corp. in Q2 2013 and has held it in 8 quarters since.
302 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.