Capital Advisors Ltd’s Eaton Vance Corp. EV Stock Holding History

Capital Advisors Ltd’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
2019 Q3	–	Sell	-567	Closed	-$24K	–	460
2019 Q2	$24K	Hold	567	–	–	0.01%	321
2019 Q1	$23K	Hold	567	–	–	0.01%	323
2018 Q4	$20K	Hold	567	–	–	0.01%	338
2018 Q3	$30K	Buy	+567	New	+$30K	0.01%	337

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Advisors Ltd's EV Position: Q3 2019 in Review

Capital Advisors Ltd sold out of Eaton Vance Corp. (EV) in Q3 2019, closing a stake of 567 shares — an estimated $24K sold.

Capital Advisors Ltd first reported a position in EV in Q3 2018 and held it in 4 quarters. The position peaked at $30K in Q3 2018. 346 funds tracked by Wall St. Rank hold EV as of Q3 2019.

Capital Advisors Ltd reported no remaining Eaton Vance Corp. position as of Q3 2019 after selling out during the quarter.
Capital Advisors Ltd sold 567 Eaton Vance Corp. shares in Q3 2019, an estimated $24K.
Capital Advisors Ltd first reported a position in Eaton Vance Corp. in Q3 2018 and held it in 4 quarters.
Capital Advisors Ltd's Eaton Vance Corp. position peaked at $30K in Q3 2018.
346 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2019.

Based on Capital Advisors Ltd's 13F filing for Q3 2019, filed 23 Oct 2019.