Capital Advisory Group Advisory Services’s Eaton Vance Corp. EV Stock Holding History

Capital Advisory Group Advisory Services’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
2020 Q3	–	Sell	-111	Closed	-$4K	–	539
2020 Q2	$4K	Hold	111	–	–	﹤0.01%	397
2020 Q1	$4K	Buy	+111	New	+$4.71K	0.01%	342

Other funds holding EV

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

BlackRock New York $5.72T AUM 30.48% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Capital Advisory Group Advisory Services's EV Position: Q3 2020 in Review

Capital Advisory Group Advisory Services sold out of Eaton Vance Corp. (EV) in Q3 2020, closing a stake of 111 shares — an estimated $4K sold.

Capital Advisory Group Advisory Services first reported a position in EV in Q1 2020 and held it in 2 quarters. The position peaked at $4K in Q2 2020. 321 funds tracked by Wall St. Rank hold EV as of Q3 2020.

Capital Advisory Group Advisory Services reported no remaining Eaton Vance Corp. position as of Q3 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 111 Eaton Vance Corp. shares in Q3 2020, an estimated $4K.
Capital Advisory Group Advisory Services first reported a position in Eaton Vance Corp. in Q1 2020 and held it in 2 quarters.
Capital Advisory Group Advisory Services's Eaton Vance Corp. position peaked at $4K in Q2 2020.
321 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2020, filed 16 Nov 2020.