CFG
EV

Citizens Financial Group’s Eaton Vance Corp. EV Stock Holding History

Citizens Financial Group’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
Q3 		– Sell
-55
Closed -$2K – 1061
2020
Q2 		$2K Sell
55
-115
-68% -$4.19K ﹤0.01% 1012
2020
Q1 		$6K Buy
170
+55
+48% +$2.33K ﹤0.01% 852
2019
Q4 		$5K Hold
115
– – ﹤0.01% 881
2019
Q3 		$5K Hold
115
– – ﹤0.01% 692
2019
Q2 		$5K Buy
+115
New +$4.69K ﹤0.01% 671
2016
Q1 		– Sell
-37
Closed -$1K – 822
2015
Q4 		$1K Buy
+37
New +$1.3K ﹤0.01% 741

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citizens Financial Group's EV Position: Q3 2020 in Review

Citizens Financial Group sold out of Eaton Vance Corp. (EV) in Q3 2020, closing a stake of 55 shares — an estimated $2K sold.

Citizens Financial Group first reported a position in EV in Q4 2015 and held it in 6 quarters. The position peaked at $6K in Q1 2020. 321 funds tracked by Wall St. Rank hold EV as of Q3 2020.

  • Citizens Financial Group reported no remaining Eaton Vance Corp. position as of Q3 2020 after selling out during the quarter.
  • Citizens Financial Group sold 55 Eaton Vance Corp. shares in Q3 2020, an estimated $2K.
  • Citizens Financial Group first reported a position in Eaton Vance Corp. in Q4 2015 and held it in 6 quarters.
  • Citizens Financial Group's Eaton Vance Corp. position peaked at $6K in Q1 2020.
  • 321 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2020.

Based on Citizens Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.