CWA
EV

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

Clearview 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
2021
Q1 		– Sell
-690
Closed -$47K – 662
2020
Q4 		$47K Buy
+690
New +$43.1K 0.03% 203

Other funds holding EV

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Clearview Wealth Advisors's EV Position: Q1 2021 in Review

Clearview Wealth Advisors sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 690 shares — an estimated $47K sold.

Clearview Wealth Advisors first reported a position in EV in Q4 2020 and held it in 1 quarter. The position peaked at $47K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • Clearview Wealth Advisors reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 690 Eaton Vance Corp. shares in Q1 2021, an estimated $47K.
  • Clearview Wealth Advisors first reported a position in Eaton Vance Corp. in Q4 2020 and held it in 1 quarter.
  • Clearview Wealth Advisors's Eaton Vance Corp. position peaked at $47K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Clearview Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.