Claro Advisors’s Eaton Vance Corp. EV Stock Holding History

Claro 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
2019 Q1	–	Sell	-1,243	Closed	-$65K	–	1050
2018 Q4	$65K	Buy	+1,243	New	+$52.5K	0.05%	299

Other funds holding EV

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Claro Advisors's EV Position: Q1 2019 in Review

Claro Advisors sold out of Eaton Vance Corp. (EV) in Q1 2019, closing a stake of 1,243 shares — an estimated $65K sold.

Claro Advisors first reported a position in EV in Q4 2018 and held it in 1 quarter. The position peaked at $65K in Q4 2018. 352 funds tracked by Wall St. Rank hold EV as of Q1 2019.

Claro Advisors reported no remaining Eaton Vance Corp. position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 1,243 Eaton Vance Corp. shares in Q1 2019, an estimated $65K.
Claro Advisors first reported a position in Eaton Vance Corp. in Q4 2018 and held it in 1 quarter.
Claro Advisors's Eaton Vance Corp. position peaked at $65K in Q4 2018.
352 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.