CIAS
EV

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

Capital Investment 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
2019
Q4 		– Sell
-190
Closed -$9K – 1378
2019
Q3 		$9K Hold
190
– – ﹤0.01% 1027
2019
Q2 		$8K Hold
190
– – ﹤0.01% 1045
2019
Q1 		$8K Hold
190
– – ﹤0.01% 894
2018
Q4 		$7K Buy
+190
New +$8.03K ﹤0.01% 890

Other funds holding EV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Investment Advisory Services's EV Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Eaton Vance Corp. (EV) in Q4 2019, closing a stake of 190 shares — an estimated $9K sold.

Capital Investment Advisory Services first reported a position in EV in Q4 2018 and held it in 4 quarters. The position peaked at $9K in Q3 2019. 371 funds tracked by Wall St. Rank hold EV as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Eaton Vance Corp. position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 190 Eaton Vance Corp. shares in Q4 2019, an estimated $9K.
  • Capital Investment Advisory Services first reported a position in Eaton Vance Corp. in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Eaton Vance Corp. position peaked at $9K in Q3 2019.
  • 371 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.