CPWA
EV

Cerro Pacific Wealth Advisors’s Eaton Vance Corp. EV Stock Holding History

Cerro Pacific Wealth Advisors’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
Q4 		$500K Buy
+7,355
New +$459K 0.3% 75

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cerro Pacific Wealth Advisors's EV Position: Q4 2020 in Review

Cerro Pacific Wealth Advisors opened a new position in Eaton Vance Corp. (EV) in Q4 2020: 7,355 shares worth $500K. The stake represents 0.3% of the portfolio and ranks #75 among its holdings.

377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

  • Cerro Pacific Wealth Advisors held 7,355 shares of Eaton Vance Corp. worth $500K as of Q4 2020.
  • Eaton Vance Corp. was a new Cerro Pacific Wealth Advisors position in Q4 2020.
  • Eaton Vance Corp. made up 0.3% of Cerro Pacific Wealth Advisors's portfolio in Q4 2020, its #75 holding.
  • 377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.