CCA
EV

Checchi Capital Advisers’s Eaton Vance Corp. EV Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-778
Closed -$27K – 1367
2016
Q2 		$27K Buy
778
+55
+8% +$1.93K ﹤0.01% 1095
2016
Q1 		$24K Buy
+723
New +$21.5K 0.01% 1072

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Checchi Capital Advisers's EV Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Eaton Vance Corp. (EV) in Q3 2016, closing a stake of 778 shares — an estimated $27K sold.

Checchi Capital Advisers first reported a position in EV in Q1 2016 and held it in 2 quarters. The position peaked at $27K in Q2 2016. 320 funds tracked by Wall St. Rank hold EV as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Eaton Vance Corp. position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 778 Eaton Vance Corp. shares in Q3 2016, an estimated $27K.
  • Checchi Capital Advisers first reported a position in Eaton Vance Corp. in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Eaton Vance Corp. position peaked at $27K in Q2 2016.
  • 320 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.