CWA
EV

Clarus Wealth Advisors’s Eaton Vance Corp. EV Stock Holding History

Clarus Wealth 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
Q3 		– Sell
-2,612
Closed -$113K – 603
2019
Q2 		$113K Sell
2,612
-215
-8% -$8.77K 0.08% 176
2019
Q1 		$114K Buy
2,827
+18
+0.6% +$714 0.09% 169
2018
Q4 		$99K Buy
2,809
+236
+9% +$9.97K 0.16% 165
2018
Q3 		$135K Buy
2,573
+221
+9% +$11.7K 0.09% 176
2018
Q2 		$131K Buy
+2,352
New +$130K 0.1% 167

Other funds holding EV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clarus Wealth Advisors's EV Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Eaton Vance Corp. (EV) in Q3 2019, closing a stake of 2,612 shares — an estimated $113K sold.

Clarus Wealth Advisors first reported a position in EV in Q2 2018 and held it in 5 quarters. The position peaked at $135K in Q3 2018. 346 funds tracked by Wall St. Rank hold EV as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Eaton Vance Corp. position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,612 Eaton Vance Corp. shares in Q3 2019, an estimated $113K.
  • Clarus Wealth Advisors first reported a position in Eaton Vance Corp. in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Eaton Vance Corp. position peaked at $135K in Q3 2018.
  • 346 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.