Choate Investment Advisors’s Eaton Vance Corp. EV Stock Holding History

Choate Investment 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
2016 Q1	–	Sell	-5,780	Closed	-$237K	–	290
2015 Q4	$237K	Buy	+5,780	New	+$203K	0.02%	236
2015 Q2	–	Sell	-6,057	Closed	-$252K	–	264
2015 Q1	$252K	Buy	6,057 +277	+5%	+$11.5K	0.01%	229
2014 Q4	$237K	Hold	5,780	–	–	0.01%	238
2014 Q3	$218K	Hold	5,780	–	–	0.01%	242
2014 Q2	$218K	Sell	5,780 -187	-3%	-$6.9K	0.01%	252
2014 Q1	$228K	Hold	5,967	–	–	0.01%	254
2013 Q4	$255K	Buy	+5,967	New	+$246K	0.02%	237

Other funds holding EV

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Choate Investment Advisors's EV Position: Q1 2016 in Review

Choate Investment Advisors sold out of Eaton Vance Corp. (EV) in Q1 2016, closing a stake of 5,780 shares — an estimated $237K sold.

Choate Investment Advisors first reported a position in EV in Q4 2013 and held it in 7 quarters. The position peaked at $255K in Q4 2013. 298 funds tracked by Wall St. Rank hold EV as of Q1 2016.

Choate Investment Advisors reported no remaining Eaton Vance Corp. position as of Q1 2016 after selling out during the quarter.
Choate Investment Advisors sold 5,780 Eaton Vance Corp. shares in Q1 2016, an estimated $237K.
Choate Investment Advisors first reported a position in Eaton Vance Corp. in Q4 2013 and held it in 7 quarters.
Choate Investment Advisors's Eaton Vance Corp. position peaked at $255K in Q4 2013.
298 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2016.

Based on Choate Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.