Cetera Advisor Networks’s Eaton Vance Corp. EV Stock Holding History

Cetera Advisor Networks’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	–	Sell	-8,099	Closed	-$309K	–	1421
2020 Q3	$309K	Buy	8,099 +478	+6%	+$18.3K	0.01%	918
2020 Q2	$294K	Buy	+7,621	New	+$277K	0.01%	916
2018 Q4	–	Sell	-3,926	Closed	-$205K	–	1168
2018 Q3	$205K	Buy	+3,926	New	+$208K	0.01%	1040

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

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Cetera Advisor Networks's EV Position: Q4 2020 in Review

Cetera Advisor Networks sold out of Eaton Vance Corp. (EV) in Q4 2020, closing a stake of 8,099 shares — an estimated $309K sold.

Cetera Advisor Networks first reported a position in EV in Q3 2018 and held it in 3 quarters. The position peaked at $309K in Q3 2020. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

Cetera Advisor Networks reported no remaining Eaton Vance Corp. position as of Q4 2020 after selling out during the quarter.
Cetera Advisor Networks sold 8,099 Eaton Vance Corp. shares in Q4 2020, an estimated $309K.
Cetera Advisor Networks first reported a position in Eaton Vance Corp. in Q3 2018 and held it in 3 quarters.
Cetera Advisor Networks's Eaton Vance Corp. position peaked at $309K in Q3 2020.
377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on Cetera Advisor Networks's 13F filing for Q4 2020, filed 17 Feb 2021.